Gift Certificate

Give the gift that keeps on giving!

gift certificate

A clear path to financial freedom.

Because of the unique type of sales-free service we provide, our gift certificates are the perfect gift for:

  • Family members and those you care about
  • Employers offering financial planning to their employees

It makes a thoughtful gift for the holidays, weddings, milestone birthdays, any occasion! Graduates, new parents, employees, soon-to-be retirees, and busy people will appreciate them too.

Give a gift that can be used now but that will also pay dividends in the years ahead.  A prepaid financial planning engagement can show just how much you care.  

To order or obtain additional information, call (613) 416-9649 or fill out the form.

GIFT CERTIFICATE - FREQUENTLY ASKED QUESTIONS​

How much does the gift card cost?

Will the gift certificate ever expire?

Is a gift certificate transferable?

What can the gift certificate be used for?

Does the full value have to be redeemed at once?