Blue Zones Financial Solutions Inc.
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.
Who we service
Learn more
High net worth and affluent
Business owners general
Families
Let's work together
At Blue Zones Financial Solutions, our mission is to provide clarity and confidence for the road ahead. Whether you’re navigating financial decisions as a couple in your prime working years or managing the complexities of owning a business, we’re here to help. Our customized, holistic approach helps ensure your plan supports what matters most - your goals, your family, and your legacy.
Our team focuses on:
- Retirement and lifestyle income planning
- Business owner financial strategies
- Tax-efficient planning and wealth growth
- Risk management and insurance planning
- Succession and estate planning
We believe in building real relationships, not just financial plans. That means listening carefully, understanding your priorities, and developing tailored strategies backed by data and experience. We’ll guide you through every step - from discovery to implementation - so you always know where you stand.
Our office is located in Ottawa, Ontario, and we proudly serve Clients across Ontario, Nova Scotia and British Columbia. Whether you prefer to meet in person or virtually, we’ll accommodate your needs with the same level of care and commitment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articlesSaving Money and paying yourself first has always been difficult but between the political environment, the wars heating up globally, costs rising and salaries not keeping up with them, it does make it a uniquely difficult time to delay gratification for a future version of yourself that may not benefit from the sacrifice.
I believe that saving is less a function of these external factors and more so a function of our values and identity. I decided to start my saving and wealth building journey with my now wife Nneka (girlfriend at the time) 13 years ago. I was broke ....... but I had a strong internal desire to be a young father and be able to run and play with my kids. I am a provider at heart. I'm fiercely independent, I don't like having to ask for vacation time, I hate red tape and I want to live life on my terms. I quickly realized that in Canada, that internal wiring comes at a price and that price is building wealth.
This is why I save. No war, political environment, economy, health event will stop me from living life on my terms, providing for my family or playing with my kids.
Why do you save?
Office information
