About

Duane Francis offers professional financial planning services to Canadians, servicing Ottawa, as well as other locations across Canada. We will help you to apply discipline and focus in order to achieve your financial goals.

Contact Info
  • 1565 Carling Ave. Suite 610
    Ottawa, ON
  • phone: (613) 728-0101
    fax: (613) 728-4075
Get In Touch

Events - Seminars

Professional Seminars

Joi us for a variety of Seminars that can help you gain a better understanding of the multiple facets of the financial world. Topics range from season tax planning, investment selection, retirement planning, insurance selection, RRSPs, TFSAs, Pension Income Splitting, etc. Topics and speakers are selected based on important financial issues of the day.

We offer different types of seminars

We routinely organize several seminars throughout the year with leading experts in the financial industry.

Tax Planning

Tax Planning

Insurance Planning

Insurance Planning

Pension Planning

Pension Planning

Other Seminars

Morning Seminar, Saturday May 20th, 2017

"How to get started…"

Your Presenters: Adam Schacter, CFP, CIM, EPC –Mandeville Private Client / Capital Wealth Architects.
Event Date/Time: Saturday May 20th, 2017 - 11:00am – 12:00 p.m.
Event Location: 1525 Carling Ave. Lower Boardroom, Ottawa, ON
Please register for this event: jnunn@mandevillepc.com, or call 613-728-0101 x 228

 

 

Evening Seminar, Wednesday, April 26th, 2017

"How to Interpret your Statements, The Client Portal, and your Fees"

Your Presenters: Adam Schacter, CFP, CIM, EPC –Mandeville Private Client / Capital Wealth Architects.
Event Date/Time: Wednesday, April 26th, 2017 - 6:30 - 8:00pm
Event Location: 1525 Carling Ave. Lower Boardroom, Ottawa, ON
Please register for this event: jnunn@mandevillepc.com, or call 613-728-0101 x 228