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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Lee Mosley & Associates

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Canada
Ottawa, ON
Lee Mosley & Associates

Estate and Financial investments, Stocks and Fixed Income investments, Employee Benefits and Life insurance

07/17/2026

Building a business changes over time, and the financial decisions tend to change with it.

Early on, the focus is often on creating stability and momentum. As things grow, conversations start to shift toward taxes, risk, long-term planning, and what life eventually looks like beyond the business itself.

Each stage brings different opportunities, challenges, and decisions to think through along the way.

07/15/2026

Saving for retirement is only part of the equation.

The next question becomes how that wealth turns into income that can support your lifestyle over time.

Where withdrawals come from, how they adjust through different market environments, and how they fit into your broader financial picture all play a role in how sustainable the plan actually is.

This is where retirement planning becomes more than a number. It becomes an ongoing strategy that evolves as life does.

https://www.leemosley.com/

07/13/2026

Families don’t avoid legacy planning because they don’t care.

They avoid it because it feels uncomfortable or rationalized as “something we’ll get to later.”

Unfortunately, "later" often turns into never, leaving family members to piece things together during an already emotional time.

These conversations matter before they become urgent. Not just for financial reasons, but to make things simpler for the people you care about most.

07/10/2026

Behind the scenes, our team is continually reviewing your strategy, monitoring changes that could impact your goals, and discussing how the different pieces of your financial life fit together over time. Ongoing planning helps ensure decisions stay aligned with where you are today and where you want to go tomorrow.

07/08/2026

Long-term progress is rarely built from one perfect investment or one perfectly timed decision. More often, it comes from staying disciplined through different market environments, making thoughtful adjustments along the way, and continuing to move forward even when conditions change.

07/06/2026

As careers progress, financial decisions rarely become simpler.

Compensation might change. Tax considerations may become more layered. Major decisions may start overlapping at the same time.

That’s why many executives eventually realize financial planning requires having the right perspectives and conversations.

06/29/2026

We’ve had the opportunity to sit across from people at very different stages of life.

Early on, the conversations are often about building, growing, and figuring things out.

Over time, they start to shift.

Less about what needs to be done next, and more about how they want to spend their time. Where they want to be. What they want their life to actually look like.

And then, gradually, you start to see it come together.

More flexibility. More intention. More ability to say yes to the things that matter and no to the things that don’t.

That’s always been the goal.

06/25/2026

People are shifting how they think about retirement.

For some, it’s starting a small business they never had time for.
For others, it’s picking up creative work, traveling more intentionally, or simply having the flexibility to spend time where it matters most.

It doesn’t look the same for everyone.

What’s consistent is the desire to stay engaged, to keep growing, and to use time more intentionally than before.

What are you looking forward to? How do you see yourself spending your time?

06/24/2026

These moments when everything is happening at once: career growth, family decisions, financial choices, all moving at the same time.

Individually, each decision makes sense. Together, they start to overlap.

That’s where things can feel unclear.

Our role in those moments is to help slow things down, bring structure to what’s already in motion, and make sure each decision is being made with the full picture in mind.

06/22/2026

“I’ll figure that out closer to retirement…” is a thought many people have at some point.

And on the surface, it feels reasonable.

Spending patterns begin to set expectations. Investment decisions start to influence how future income will behave. Tax exposure evolves as different accounts grow in different ways. And over time, the structure that will eventually support retirement is quietly being built.

The longer decisions are delayed, the fewer options there tend to be. Adjustments become more reactive, and flexibility starts to narrow in ways that aren’t always obvious until later.

Address

Ottawa, ON
K2E8B1

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+16134824050

Website

http://www.Leemosley.com/

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