Get To Know Us

We live, work and play in the Ottawa region. We value a work/life harmony, so we can live comfortably now and save for the future. We love having access to ski hills, bike paths and beaches, and spend our leisure time with friends and family.

Michael

Michael Connelly, CIM®

Portfolio Manager, Ayur Wealth Strategies of ACPI Financial Planner, Ayur Financial Strategies
Indira

Indira Molina

Office Manager/Client Services
Jared

Jared Odorico, CIM®, CFP®

Wealth Advisor, Ayur Wealth Strategies of ACPI Financial Planner, Ayur Financial Strategies

As retirement and small business specialists, we understand the unique challenges that you are facing.

As retirement and small business specialists, we understand the unique challenges that you are facing. We know that your financial situation can be complicated and confusing, and we are here to help simplify terms and plans so that you can have financial peace of mind.

  • Our goal is to ensure that you live a meaningful life, whether your goals are to travel, enjoy time with friends and family and/or leave a legacy for the next generation.

We layer and balance your finances with what is going on in your life and set out a plan to help you live comfortably now, while safeguarding that you have enough money for retirement and unforeseen circumstances at any point in time.