Who we are:
We are a financial management firm based out of the vibrant Village of Manotick, Ontario. We offer holistic wealth management solutions for families, individuals, and corporations in the Greater Ottawa area and beyond in Ontario, as well as in British Columbia and Prince Edward Island.
Founded in 2003, we have partnered with many Clients on their financial journeys to build wealth, protect what matters most to them and plan a meaningful & lasting legacy. We are also very proud to have grown with many of Clients’ children and become their trusted partner on their venture to achieve financial security.
Lifelong Financial Solutions Inc.
Our Approach to Financial Planning
Advice that grows with you. We believe financial advice should reflect your unique lifestyle, so we take the time to understand your aspirations, responsibilities, current financial position, and risk tolerance. With that insight, we create personalized strategies that help you grow and evolve with you.
Personalized financial guidance, rooted in trust. Trust is at the heart of everything we do. We build lasting relationships through open, ongoing conversations—listening closely, answering your questions, and guiding you through life’s transitions with clarity and care. Whether you’re planning for the future, navigating change, or simply looking for dependable advice, we’re here to support you every step of the way.
We help Clients achieve their aspirations at every stage of life.
Phone: (613) 692-0804
Email: lifelong.financial@sunlife.com
Fax: 613-692-0805
Address: 1143 Mill Street, PO Box 866, Manotick, ON, K4M 1A7 Canada
Bruce Evans
Partner, Lifelong Financial Solutions Inc.
With over four decades of experience in wealth management, Bruce brings a disciplined approach to helping Clients reach their financial goals, whether it is to build, preserve or transfer their wealth with confidence.
Drawing on his personal experience through all types of economic conditions, Bruce specializes in tax-efficient wealth strategies, sustainable retirement income planning and estate preservation.
As the head of capital distribution at Lifelong, Bruce’s approach focuses on creating long-term financial strategies, with detailed planning around transitions from registered assets to non-registered assets to create a meaningful legacy for future generations.
Job Title: Associate Advisor, Sunlife
Phone: 613-692-0804 ext 205
Email: bruce.evans@sunlife.com
Fax: 613-692-0805
Mark Craig
Partner, Lifelong Financial Solutions Inc.
With 25 years of experience, Mark takes a thoughtful, family-centred approach to wealth management.
As a father of three former competitive hockey players, you could often find Mark at the arena cheering on his children (and now, his grand daughter!). Having helped operate a family business prior to becoming a financial planner, Mark appreciates the importance of family, takes the time to understand what matters most to Clients - their goals, values and priorities, and works closely with families to develop financial plans that are achievable.
Through a genuine understanding of people behind the numbers, Mark helps families navigate life’s financial decisions and protect what they’ve built.
Mark holds the following designations:
Certified Financial Planner®
Elder Planning Counselor
Certified Executor Advisor
Job Title: Advisor, Sunlife, BA Econ., CEA, CFP®, EPC
Phone: 613-692-0804 ext 206
Email: mark.craig@sunlife.com
Fax: 613-692-0805
Patrick Fitzgerald
CEO, Lifelong Financial Solutions Inc.
As a lifelong entrepreneur and the founder of Lifelong Financial Solutions Inc., Patrick has a deep understanding of the unique challenges faced by business owners, corporate leaders, professionals, and their companies & organizations, through his own lens of being a director at Lifelong Financial Solutions Inc.
Patrick takes a collaborative and tailored approach when it comes to wealth management with a focus on risk management, tax efficiency, and asset allocation to help individual and corporate Clients with complex financial needs navigate through their financial journeys.
For entrepreneurs, executives and professionals, their personal financial success is often closely connected to their business. Patrick helps Clients see these connections in a structured approach and develop investment strategies that align their business and personal goals. With high touchpoints of communication, Patrick and his team provide a holistic financial roadmap that leverages knowledge from cross-functioning teams such as accounting, legal and financial, and helps deliver Clients peace of mind and meaningful & measurable results.
Patrick holds the following designations:
Certified Financial Planner®
Job Title: Financial Planner, Sunlife, CFP®
Phone: 613-692-0804 ext 208
Email: patrick.mj.fitzgerald@sunlife.com
Fax: 613-692-0805
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
