Clients obtaining peace of mind

Blue Zones Financial Solutions Inc.

Trustworthy advice you can count on

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Who we service

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High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Business owners general

Helping business owners take control of their finances one step at a time.

Families

Helping families protect what matters most and work towards a secure financial future for each family member.

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

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, budgeting and investing

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

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Why is it such a struggle to save money today?

Saving 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

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.