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Our Mission
At Valcore Planning Solutions, our mission is to provide sound, honest, and expert financial advice to individuals, families, and business owners. We pride ourselves on offering a unique approach to financial planning, tailoring our services to meet the specific needs of each client. Our experienced and knowledgeable team of financial professionals is committed to helping our clients achieve their financial goals and secure a prosperous future.
Our Services
We offer a comprehensive range of financial services, including:
- Financial Planning: We design and implement personalized financial plans that cater to the unique needs and goals of each client. Our plans address every aspect of our clients' financial lives, from investment and insurance planning to tax and estate planning.
- Investment Management: Our experienced investment advisors work closely with clients to create a customized investment portfolio that aligns with their financial goals and risk tolerance.
- Insurance Solutions: We offer a range of insurance solutions, including life, disability, and long-term care insurance, to provide our clients with peace of mind and financial security.
- Retirement Planning: Our experts help clients plan for a secure retirement by providing guidance on maximizing retirement savings, selecting the right investments, and creating a sustainable income stream.
- Business Planning: Our team provides expert guidance on corporate succession planning, tax planning, and wealth transfer strategies to help business owners achieve their financial goals.
Our Team
At Valcore Planning Solutions, we are proud of our experienced and knowledgeable team of financial professionals. Our team is comprised of:
- Jerry Witteveen: Jerry is a seasoned Portfolio Manager with over 20 years of experience in the financial services industry. He holds a CIM and CFP designation.
- Heather MacDonald: Heather is a Portfolio Manager and Life Insurance Advisor with over 20 years of experience in the financial services industry. She holds a BSc, CFP, and CIM designation.
Our team is committed to providing exceptional service, expert guidance, and personalized attention to each client. We take the time to understand our clients' unique financial goals, and we work closely with them to develop tailored solutions that address their specific needs.
Our Office
Our Ottawa office is conveniently located in the heart of the city, offering easy access to our clients. Our state-of-the-art office is equipped with the latest technology, allowing us to provide efficient and effective service to our clients.
Our Philosophy
At Valcore Planning Solutions, we believe that financial planning is a personal and holistic process. We take the time to understand our clients' unique goals, values, and priorities, and we work closely with them to develop comprehensive financial plans that align with their aspirations. Our philosophy is built on the principles of integrity, expertise, and personalized service.
Get Started
If you're seeking expert financial guidance, comprehensive planning, and personalized service, we invite you to explore our website, read our articles, and learn more about our services. Contact us today to schedule a consultation with one of our experienced financial professionals.
Hours and Scheduling
Some reviewers have reported issues with the facility's hours and scheduling. One reviewer notes that the facility closes at 10:50 am for lunch, not 11 am, and that staff will not assist customers who arrive at 10:50 am. Another reviewer mentions that the facility should update its signage to reflect its actual operating hours.
Staff and Customer Service
Reviews are mixed when it comes to the staff and customer service at the facility. Some reviewers have praised the staff as being friendly, helpful, and respectful, while others have reported negative experiences with rude staff and poor customer service. One reviewer notes that staff can be condescending and unhelpful to first-time visitors who may not be familiar with the facility's procedures.
Recycling Process
The recycling process at the facility has been praised by some reviewers as being efficient and quick. However, one reviewer notes that the facility requires customers to remove lids from plastic bottles, which can be time-consuming. Another reviewer mentions that the facility has a 100lb limit on glass and aluminum combined, and that customers will not receive a refund if they exceed this limit.
Check and Payment
Some reviewers have mentioned that the facility pays out in the form of a check, rather than cash. This has been viewed as a positive by some reviewers, who appreciate the professionalism and organization of the facility.
Overall Experience
Reviews of the facility are mixed, with some reviewers reporting positive experiences and others reporting negative experiences. Some reviewers have praised the facility as being well-organized and efficient, while others have reported issues with staff, hours, and payment.
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