We are committed to realize your retirement goals and create the ultimate strategy to get you there.

About

Our philosophy

We want to get to know you and help you make the best decisions possible. Our focus is to understand your goals and to help you develop a plan to achieve them. We achieve this through an initial meeting where we present an analysis and our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals, and, when necessary, we will make adjustments to your financial plan.

There are many factors that may change in your situation or the environment; it’s important for us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax and estate laws in order to provide you with the best financial advice for your particular situation.

Our process

We believe that a strong planning process and methodology are the best way to create a financially secure plan. Your financial plan should protect your current needs while simultaneously preparing for the future in a tax-efficient manner. We have established a process that focuses on two key aspects of financial security: asset protection and wealth creation. Your financial plan must ensure financial security throughout your life for both you and your loved ones. It must provide income replacement and asset protection in the event that the unthinkable occurs: disability, critical illness, or death. The plan must also build the maximum it can via a solid, tax-efficient wealth portfolio.

There are many factors that may change in your situation or the environment; it’s important for us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax and estate laws in order to provide you with the best financial advice for your particular situation.

We are a team of professional advisors working together to provide valuable retirement advice and to help you retire by design.

Our team

Our team has a wide range of experience with one shared ambition—to help you retire by design.

Shawn Bellefeuille

Certified Financial Planner

CFP, CLU, CHS, EPC, MFA-P

Tyler Smith

Financial Advisor

Jonathan Polcari

Certified Financial Planner

CFP, CIM

Oskar Kanczuga

Financial Advisor

Caroline Arnold

Advisor Assistant

Samantha Smith

Advisor Assistant

Andrea Bellefeuille

Executive Assistant

Gabriella Bellefeuille

Marketing Coordinator

Shelby Caldwell

Administrative Assistant

Lori Collins

Chief Operating Officer of Retirement By Design

Serving clients acoss Canada

With teams located in Ottawa and London, in Ontario, we’re proud to work with clients from coast to coast, helping them achieve their financial goals.