Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Read More → Ogilvie Barsness Financial Group · Waterloo, Ontario
What is your financial freedom?
Investment management and strategic wealth planning, built on loyalty and trust — for the wealth you're building and the legacy you'll leave.
Our Mission
We are dedicated to providing investment management and strategic wealth planning that is right for you.
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you're a first-time investor or getting ready to retire, we're here to offer insights, education, and support tailored to meet your needs now and in the future.
Learn More Our Team's Difference
The standards we hold ourselves to
Integrity
Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
Support
We're here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.
Experience
Our team's range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.
Our Services
Every dimension of your wealth, considered
Life Insurance & Living Benefits
No one can foresee the unexpected, like a fatal accident or a sudden terminal illness. But you can always put plans in place to deal with them.
Read More →Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals.
Read More →Retirement & Estate Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Read More →Planning for Business Owners
Just as even the savviest of pilots can’t fly blind all the time, so too is the case with business owners. We help you build a financial foundation for your business — and your life beyond it.
Read More →Not sure where to begin?
Every engagement starts with a conversation about you — your goals, your priorities, and where you want to go.
Contact Us →We help build, manage, preserve, and transition wealth for anyone interested in socially responsible investing.
Insights
From our latest writing
How to Catch Up on Your RRSP Contributions
Unused RRSP contribution room does not disappear; it carries forward every year. If you have fallen behind on contributions, you may have more room than you realize. Here is how RRSP catch-up contributions work and how to use them to reduce your tax bill.
Read More →Generic Ozempic Is Here. Will Your Drug Plan Actually Save Money?
Generic semaglutide (the active ingredient in Ozempic) is now available in Canada, and it has the potential to meaningfully reduce drug costs for employer-sponsored benefits plans. But savings are not automatic. Here is what plan sponsors need to know and do right now.
Read More →RDSP vs. TFSA vs. RRSP: Which Account Is Right for Someone with a Disability?
For Canadians living with a disability, three savings accounts offer very different benefits. The RDSP comes with significant federal grants and bonds. The TFSA offers tax-free flexibility. RRSP contributions are generally tax-deductible. Here is how to tell which one fits your situation, and how they can work together.
Read More → Begin the Conversation
Your goals deserve a plan as considered as they are.
Call us at 519-744-4083, or tell us a little about yourself and we'll be in touch.
Contact Us