Future Financial

Who We Are

Future Financial Planning Group is a trusted financial planning firm serving clients in Ottawa, Westboro, Nepean, Gatineau, and surrounding areas. With over 40 years of experience, we specialize in empowering individuals to achieve financial security through personalized plans tailored to their unique needs.

Our Passion

Our passion lies in Retirement, Tax, and Estate Planning. We believe in empowering individuals to take control of their financial futures through comprehensive planning and proactive guidance. Our team understands that financial wellness is about more than just investments - it's about security, peace of mind, and achieving your life goals.

Our Team

Led by experienced financial advisor Carl Eppstadt, our team comprises skilled professionals with extensive knowledge in financial planning, taxation, and estate planning. We work collaboratively to provide holistic solutions, utilizing the expertise of our partners when necessary.

Investment and Wealth Management

• Creating and implementing tailored investment plans
• Portfolio management and review
• Comprehensive wealth planning

Financial Planning

• Goal setting and financial analysis
• Budget and expense management
• Retirement planning and analysis
• Estate and insurance planning

Retirement Planning

• RRSP and RRIF planning
• Pension maximization strategies
• QROPS (Qualified Retirement Overseas Pension Scheme) transfers
• Retirement income planning

Risk Management and Insurance

• Identifying and mitigating potential financial risks
• Insurance review and recommendations
• Coverage planning for specific needs

Life and Legacy Planning

• Creating a comprehensive estate plan
• Succession planning
• Trust and gifting strategies

Tax Minimization

• Tax planning and optimization strategies
• Compliance guidance and filing assistance
• Strategies for minimizing taxes on investments and income

Our Approach

We take a collaborative and personalized approach to financial planning, working closely with clients to understand their unique needs and goals. We believe in open communication and transparency, providing clients with regular updates and clear explanations throughout the process.