Been There Financial Planning - Ottawa, Ontario

Andrew B.

My wife and I are approaching retirement, so we were looking for advice and reassurance on our retirement options. We chose
Been There Financial Planning after doing some research, specifically looking for a fee based financial planner.

William, after engaging in multiple planning sessions and listening to our objectives and concerns, provided us with an excellent financial plan with very specific advice.

The investment of having William's planning sessions has already been paid back through choosing smarter financial options and will provide substantial returns for many years to come.

I would highly recommend anyone seeking a financial planner see William at Been There Financial Planning.

Jason G.

William is a true professional with a wealth of information and desire to provide the best service to his clients. We were so pleased with his financial planning and all the valuable advise he provided. His financial strategies are clear and detailed yet easy to follow and implement. We are so grateful for his help and work!

Andrew D.

My wife and I came across William with Been There Financial Planning through a google search. We are both 2-3 years into our careers and were feeling lost when it came time to decide how much to save each month for retirement to be able to maintain our lifestyle. We were searching for a financial advisor to help us develop a savings plan and guide us in the right direction with some strategies for growth within my wife's corporation.
William initially met with us to get a feel for our biggest concerns & long-term financial goals. Following a handful of incredibly organized meetings, William provided us with realistic projections for retirement, a variety of well-explored scenarios, and an in-depth financial plan (addressed investments, tax liability, end-of-life/disability planning, and business concerns). After our first meeting, we realized how many factors of financial planning we were overlooking. We had been so focused on savings and growth that we hadn't thought about how to protect ourselves or our future family should one of us be unable to work especially considering that my wife is self-employed.
We cannot thank William enough for highlighting our vulnerabilities and improving our financial literacy. William was able to take (in our opinion) a complex financial situation and deliver a detailed 30+ paged plan that acts as a guide to implement the changes necessary to start us on the right track.

Tracy M.

Working with Been There Financial Planning was very important, and gratifying. William gave me advice that helped me save on taxes, and suggested an insurance strategy that helped me feel safer, as well as the maximum RRSP contributions that I should contribute to for my future. Whenever I get advice from William I know it is well researched. William is an intelligent, honorable, and down to earth professional. Work with Been There Financial Planning you won't regret it, I certainly haven't.

Matthew T.

We were feeling overwhelmed trying to plan for our family's economic future. We knew we needed to start saving for our children's education and knew that we could be smarter about managing our wealth. William has helped us make sense of our financial situation and to create a plan for moving forward. The sense of overwhelm has passed and we now have peace of mind that we're taking care of the things we need to take care of.

Nicholas B.

Working with Been There Financial Planning was a terrific experience, and exceeded our expectations. Our Financial Planner addressed life changing issues and provided valuable recommendations. We left the meeting feeling safer, and with confidence knowing that we were going to be all right for several decades.
Thanks!!

Emma R.

I highly recommend working with Been There Financial Planning. My Financial Planner worked with me to prepare a clear spending plan that balances my life, reduces my stress level, and helps me eliminate my debt over time. My planner also made recommendations that increased my savings and more than paid for their fee. Working with Been There Financial Planning was terrific. I highly recommended that you check them out of you're considering your options.

Sherri A.

I would highly recommend working with William. He suggested several financial options and identified the potential impacts of decisions. William is trustworthy, smart and reliable. He clearly is looking out for his client’s best interest.
- Sherri A.