About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Drew Wallace Ross
The purpose of a financial plan is to find the most effective path to your desired financial outcomes.
Our objective is to show Clients how to navigate the obstacles that slow or prevent progress. We help you do this by using:
- exhaustive corporate and personal tax strategies,
- integrating legal, accounting, investment and risk concepts for maximum wealth retention,
- corporate structures for maximizing income retention and controlling tax,
- estate and wealth transfer planning
- integrating real estate with investments and tax planning to help grow and shelter wealth,
- traditional investment accounts for tax efficiency and accumulation and
- customized "outside the box" techniques scaled to help meet the unique needs of businesses and high-net individuals
We offer both in-person and virtual appointments.
Job Title: Financial Planner, Sun Life, CHS,, CLU®
Languages spoken: English
Phone: (613) 435-5606
Email: drew.ross@sunlife.com
Drew Wallace Ross
I joined Sun Life in 2011 and have been involved in entrepreneurship and personal finance since 2004.
I've known significant financial hardship in my life, which heavily influenced my approach to giving financial advice to others.
"Return on on investment" is a crucial measure of performance. However, prolonged financial insecurity in my youth has led me to prioritize net after-tax dollars in hand as the best measure of giving successful financial advice.
My focus is true holistic planning; prioritizing efficiency for maximumn retention and flexibility in building and spending wealth.
CLU (Chartered Life Underwriter) designation helps me develop strategies for individuals, business owners, and professionals in the areas of risk management, wealth creation, wealth retention & transfer, and estate planning.
CHS (Certified Health Insurance Specialist) is a health-focused financial planning designation in Canada. The CHS integrates the economics, expenses and impact of health and healthcare into financial planning.
Due to my personal experience with financial insecurity growing up, I enthusiastically support local mission work that provides practical help to new and disadvantaged Canadians in the Ottawa area.
Job Title: Financial Planner, Sun Life, CLU®
CHS™
Languages spoken: English
Phone: (613) 858-5813
Email: drew.ross@sunlife.com
Address: Kanata, ON
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