Drew Wallace Ross

Job title: Financial Planner, Sun Life, CLU®

Languages spoken: English

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Accomplishing what is important to you

Money is a tool used to accomplish what is truly important in life. Seeing Clients achieve their specific objectives is the driving force in my practice.

As a Financial Planner, my role is to show you how to get the most out of your finances. I summarize the purpose of a financial strategy as three distinct outcomes: Protect, Grow, Enjoy.

  1. Protect your income, the savings you've built, and the people you earn and save for.
  2. Grow your savings at the right pace, in the right place, with the right plan to hit your objectives in the right order.
  3. Enjoy with CONFIDENCE! The purpose of properly protecting and growing wealth is to spend confidently on what really matters. Once we determine the right place, pace and plan to achieve your goals, everything left over is free to enjoy. 

The reason for all financial strategies is not saving, it is spending! An evolution of the famous “pay yourself first”. If you know your plan is properly funded, enjoy the balance with confidence now and in retirement!

I work with:

  • business owners and entrepreneurs
  • real estate investors
  • millennials,
  • high net worth individuals,
  • families, and
  • pre-retirees and retirees.

I live in Kanata, Ontario and keep an office on Ottawa. I service Kanata, Ottawa, Orleans, Barrhaven, Stittsville, Arnprior, Renfrew and beyond. I’m happy to offer both in-person and virtual appointments. Contact my office to book your appointment. 

My process

Advice is highly personal. Anyone can sell great investments or protection, there are lots of great products and services out there. Good planning will include not just how to acquire wealth but provide clear steps to maximize how much you keep. Generating a return is great, but only half the battle. It takes knowledge and planning to keep what you worked so hard to achieve.

How to implement a financial strategy is unique to you.

1. When we begin working together, I take the time to get acquainted with you. I want to understand your specific circumstances, hard data, and unique objectives.

2. Once I understand your situation and goals, I’ll present preliminary results to get your feedback. From there, we’ll fill any gaps in the data and ensure my understanding of your objectives is complete and accurate.

3. I’ll present final conclusions and recommendations drawn from the data and your feedback. I’ll take the time to educate you on my rationale for the recommendations. I always want to ensure that you have the information needed to make an informed decision.

4. Lastly, I’ll help you implement the recommendations based on urgency, impact, and priorities. Once your plan is in place, I’ll follow up annually or as needed. We can determine if changes to timelines, objectives or circumstances warrant a review of the plan.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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