- Carleton financial services Inc.
Carleton Financial Services Inc. was formed when an industry veteran recognized that the best way to serve his clients was by going out on his own and bringing together a talented team for support. Leveraging over 35 years of solving financial planning challenges for his clients, Rob Dempster, along with his support team and some important industry allies, has created a firm that clients have come to count on.
From his office based in “the Glebe” in Ottawa, the Carleton Financial Services Inc. team continually build relationships that are not only real and reliable, but that are heartfelt and affirming. They know that the most important things to grow and protect are our relationships, and they live that with their clients every day.
President, Wealth Coach, Certified Financial Planner, Chartered Life Underwriter
Vice President, Wealth Coach
Executive Assistant and Operations Manager
Manager, Client Relations
Our Group Benefits & Retirement Planning Consultants work in partnership with Carleton Financial Services Inc. and the Dempster Financial Group Ltd. Team to provide business owner clients with employee benefits and retirement consulting.
Senior Vice President, Group Benefits & Retirement Services, Gallagher Benefit Services (Canada), Inc.
Phone: 613-670-8488
Email: daniel_sullivan@ajg.com
Dan is a trusted and experienced consultant who works closely in partnership with Carleton Financial Services Inc. and Dempster Financial Group Ltd.’s Team.
Our Wealth and Tax Planning Consultants work in partnership with Carleton Financial Services Inc. and the Dempster Financial Group Ltd. Team to provide advanced tax solutions and strategies for our high-net worth clients. By understanding their current plan and making recommendations for re-organization in conjunction with our clients accounting and legal team. They also make recommendations with respect to insurance products and tax implications.
We do everything to ensure that our clients are provided with the top solutions and strategies that one would expect from a Wealth and Tax Planning Consultant.
Wealth and Tax Planning Consultant
Canada Life
Phone: 905-531-8783
Email: milan.legris2@canadalife.com
Over time we accumulate assets. Sometimes we buy them and sometimes we build them, but regardless of how we get them, they need to be managed if they are going to grow. We’ve been managing all kinds of asset classes for our clients for years, and the experience that we’ve earned is the experience that we share with our clients. Take advantage of it as you build your wealth.
“We’re not immortal and knew that we needed a long-term plan for building wealth and succession planning. Rob’s help left us feeling good, knowing that things will be taken care of in both our business interests and our personal concerns. He really listens and then develops a plan to achieve and identify other needs.”
Dom Santaguida, Owner
Vittoria Trattoria
