Best Investment Service Ottawa Near Me

4worldlovers: Our capital is invested alongside our clients. Our families’ financial security is directly aligned with our clients. Not only is First Avenue a fiduciary to our clients, we are partners.


First Avenue Investment Counsel is a leading investment management firm and family office advising successful individuals and families.

We manage a conservative and long-standing investment strategy that protects and grows the wealth of our clients. We combine this with a fully-integrated approach to planning for every detail of one’s financial life and communicate it in a manner that is easy to understand.

Our clients have outgrown working with financial advisors who recommend products and act as third-party distributors. When you work with First Avenue, you are hiring professionals with experience and distinct expertise for every aspect of your wealth. You work directly with the team responsible for making all investment decisions. We are available and accountable to you at all times. We do not receive commissions or trailer fees for investment management, eliminating any potential for conflicts of interest or biased advice.

Our key asset is the passion found in our people. First Avenue is rooted in a culture of integrity, work ethic, approachability and purpose.

Kash Pashootan, Chief Executive Officer at First Avenue Investment Counsel Inc., entered the financial services industry in 1999. With more than 22 years of experience, he founded First Avenue Advisory in 2009 at Raymond James while he served as Senior Vice President and Portfolio Manager, which then became First Avenue Investment Counsel Inc.

His passion is in uncovering investment opportunities and in people. As a trusted resource for the most respected news outlets, Kash has been featured in The Wall Street Journal, Bloomberg, Washington Post, Hong Kong Times, Canadian Business, National Post and The Globe & Mail.

He lives by the pursuit of success in business, health and family. He enjoys art, documentaries and spending time with his wife, daughter and son.

Brian co-founded STYLUS Asset Management, where for eight years he served affluent and high net worth private clients as Vice President & Portfolio Manager in managing equity investments. Subsequently, he spent five years managing a suite of balanced funds at one of Canada’s oldest and largest mutual fund companies. Immediately prior to joining First Avenue, he spent five years as Senior Vice President & Portfolio Manager with a Toronto-based investment counsel firm, serving high net worth private clients in Canada and the United States. Brian has been a CFA charterholder since 2000, and currently serves as Vice-Chair on the CFA Society Toronto Board of Directors. Brian also holds a CFP and CIM designations and graduated from the University of Toronto in 1997. Away from the office, Brian embraces an ethos of volunteerism, community and mentorship and is the proud father of a teenage son who enjoys spending time with family and enthusiastically exploring far flung corners of the planet.

Joseph leads the finance and reporting functions as the Chief Financial Officer at First Avenue Investment Counsel Inc. Prior to joining First Avenue, Joseph served nearly a decade at PricewaterhouseCoopers in their Asset and Wealth Management practice where he serviced private equity, private debt, hedge funds, pension and asset management clients. Joseph also volunteers as a Fellow in the School of Accounting and Finance Fellowship program at the University of Waterloo where he also earned his Master of Accounting and Bachelor of Accounting and Financial Management degrees. Outside of the office, Joseph enjoys cooking, baking and sharing his love of food and drink with those around him.

Nicholas Allaham, Principal, Family Office Practice at First Avenue Investment Counsel Inc, has a deep background in tax, trust and estate planning. Prior to joining First Avenue, Nicholas served over a decade at Deloitte in tax at their Private Client Group. His 15+ years of experience advising high net worth families on personal and corporate taxation is a key pillar in every Family Office clients’ success with planning and co-ordination of their wealth. He leads Family Office planning and collaborates with any outside advisors clients may engage. This achieves a true Advisory Board approach for families working with First Avenue Investment Counsel. Nicholas enjoys travel with his wife, volunteering with the local hospital, and lecturing on taxation at the Sprott School of Business at Carleton University.

4worldlovers: We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

Investment planning is one of our key strengths and the cornerstone of every wealth strategy


We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.


At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.


Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.


We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.


Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.


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Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.