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Design. Implement. Manage.

Planning Solutions for Today’s Complex Financial Problems.

Valcore Planning Solutions is Your Full Service Financial Planning Office

Our new flagship office located just outside of downtown Ottawa opened in late January 2018 and it hosts a team of financial planning professionals that have decades of experience in the financial services industry.

“Almost every new client we meet has some type of need currently not being addressed by their stable of investment, insurance or financial advisors. Our process is key to designing planning solutions that, implemented today, will address those needs and ensure a 'secure tomorrow'.”

- Jerry Witteveen

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We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience - and we have a great team to deliver on this!

Meet the Team ➠

Solution Oriented

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

Learn how we can help ➠

Client Focused

Your financial life doesn’t have to be complicated. Bookmark this helpful page to be your one-stop-shop for financial tools, calculators and resources.

See our financial resources ➠

Our Latest Insights & Articles

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