LIVINGSTON WEALTH MANAGEMENT

Livingston Wealth Management is proud to serve over 250 families and manage more than $300 million in investment assets. Our team of four accredited and highly skilled investment and planning professionals is led by Joanne Livingston. We harness careful attention to detail and more than 75 years of combined expertise to deliver an exceptional, process-driven client experience... To answer these questions, we created the "Watermark" system: a clear and systematic approach to investment planning that provides a snapshot of where you are today and clearly illustrates the path forward. More detailed than a roadmap, it monetizes your goals and lets us follow your progress every year. Our team will alert you to the savings requirements associated with your objectives, and ensure that you take advantage of beneficial financial vehicles such as Tax-Free Savings Accounts (TFSAs) and Registered Savings Plans (RSPs). We will help keep your family's plans on track by providing concierge services..

Primary location: Ottawa