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Usher Ballard Wealth Advisory

  • Home
  • The group for you
    • Dean Usher
    • Leslie Ballard
    • Claire Sevigny
    • Becky Foster
  • Designed for you
  • Built for you
  • Market Insights
  • Community
  • Say hello

Designed for you

Address 555 Legget Dr Suite 1030 Kanata ON, K2K 2X3
Telephone Number (613) 271-1511
Email Email us
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Designed for you

Our investment process is designed with only you in mind. It starts with getting to know you on an individual basis: your financial needs, life goals and all the things that are important to you.

We work hard to create a plan that addresses your wants and needs over the long term to ensure success. Implementing a wealth strategy is only part of the picture – understanding that it needs to be continually monitored and adjusted is our commitment to you.

We know that wealth advice needs to be customized and we make sure that we understand what matters most.

 

Left to right Leslie Ballard, Dean Usher and Linda Hahn

 

Our Process

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GETTING TO KNOW YOU

We work closely together to build a financial plan that works for your individual wants and needs.

  

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IMPLEMENTING YOUR WEALTH STRATEGY

Once we have a financial plan that works well, we look for wealth solutions that best support your ongoing needs and overall life goals.

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REVIEWING AND MONITORING YOUR PROGRESS

With an ever-changing economic environment, we work hard to keep your plan current by making revisions when and where necessary. We encourage open lines of communication and work hard at staying on track and well connected.

 

 

ALL FOR YOU

At Usher Ballard Wealth Advisory, we have a well-rounded experienced team that truly enjoys connecting with clients. We all have a different area of expertise and work together to bring you a holistic wealth experience that supports what you want and need to achieve financial security.

CONNECT WITH US

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.