We specialize in working with families, small business owners and retirees in Ottawa and the surrounding area, and have a unique investment strategy which includes a focus on alternative assets such as private credit/lending, private equity, mortgages, private real estate, and absolute return strategies. We want you to have financial peace of mind and live the life you’ve only dreamed of.
Having boutique-style organization means we work with a limited number of client families to provide the highest level of prompt, personalized service for investment management, financial planning and retirement coaching. At Ayur Financial, we believe in transparency, objectivity and continuity. Everything we do, we conduct ethically and with integrity.
Like you, 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 beaches, bike paths and ski hills, and spend our leisure time with friends and family.
For over 30 years Roy has been an entrepreneur. In 1987, shortly after receiving his MBA, Roy entered the financial service industry. He took the Canadian Securities Course and spent a year on Bay Street working with a specialty brokerage firm marketing tax-driven corporate investments. Roy moved to Ottawa in 1988 where he began to establish himself in the business and investment community. In 1996, Roy retooled his practice to focus exclusively on providing a framework that helps affluent families navigate through investment decisions and major life events. To fully service his clients, Roy works with a network of accounting, legal and other financial professionals.
Since joining the financial services industry in 1999, Michael has worked diligently on educating himself on all aspects of financial planning and investment counseling. Through his network of investment specialists, senior financial planners, accountants, tax and estate lawyers, Michael has acquired a wealth of experience. His areas of expertise are investment counseling and helping business owners, professionals and Canadian families reduce the amount of tax they pay. Michael’s implementation of tax reduction strategies and his knowledge of tax shelters compliment many of the existing strategies being employed by accountants and other tax specialists.
Manager, Client Services
Indria Molina Manager, Client Services Indira is often the first person you will talk to on the phone or see when entering our office. Indira’s duties include the preparation and management of all new and existing client account documentation, and monitoring our back office system that records all financial transactions to ensure that they have all been carried out as directed. Indira is responsible for communications with clients, head office and external institutions. Along with daily administrative responsibilities, Indira works closely with the team to implement the best client experience possible. Our clients quickly come to appreciate her professionalism, focus on detail and personal attention. Indira’s diligent work ethic and dedication are valuable assets to the team. Indira completed the Executive Office Administration Programme at Algonquin College in Ottawa in 1999. Prior to joining Ayur Financial Strategies in 2001 she worked as an administrative assistant to executives in two local high-tech companies.
Kingston native, Jared moved to Ottawa to pursue a Bachelor of Commerce at the University of Ottawa. Upon graduating with a Major in Finance, he has taken a passion for the investment industry and continually seeks to grow his knowledge and expertise in all areas of the financial planning process. The opportunity to help families in all stages of their life cycle by implementing tax planning and risk management strategies to reach their financial goals is what inspired Jared to becoming a Financial Advisor. Since joining the Ayur team in 2017, Jared has completed numerous courses in ongoing pursuit of his CFP and CIM designations. Even though the newest member of the Ayur Team, Jared makes a meaningful contribution to broad spectrum of aspects of the practice.
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.