About
Overview
Plum Financial Planning Ltd
329 Waverley St
Ottawa, ON K2P 0V9
BBB Accredited Since: 1/3/1982
Years in Business: 57
BBB Accreditation & Rating
Plum Financial Planning Ltd is BBB Accredited.
This business has committed to upholding the BBB Standards for Trust.
Why choose a BBB Accredited Business?About This Business
Financial and tax planning, accounting and income tax services, real estate investment in rental income, property management services
Business Details
- Local BBB:
- Better Business Bureau of Greater Ottawa
- BBB File Opened:
- 1/4/1981
- Business Started:
- 1/1/1968
- Business Incorporated:
- 1/1/1980
- Type of Entity:
- Corporation
- Alternate Names:
- Plum Financial Group Inc
- Gro-Net Financial Tax & Pension Planners Ltd.
- David Ingram & Associates
- Centra Real Estate Ltd.
- Business Management:
- Mr. Robert A. Veillette, President/Owner
- Mr. Fern Bada, Owner
- Mr. Chris Clark, Owner
Additional Contact Information
- Principal Contacts
- Mr. Robert A. Veillette, President/Owner
- Customer Contacts
- Mr. Robert A. Veillette, President/Owner
- Fax numbers
- Primary Fax: (613) 234-8925
- Additional Email Addresses
- Customer Service:
- Additional Websites
- Website 1
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of FPSC for this business, issued by Financial Planning Standards Council
Financial Planning Standards Council
902-375 University Avenue
Toronto ON M5G 2
BBB records show a license number of CIFP for this business, issued by The Canadian Institute of Financial Planning
The Canadian Institute of Financial Planning
3660 Hurontario Street, 8th Floor
Mississauga ON L5B 3