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Thomas Ryan, CFP, B.Com.

Thomas Ryan is the founding partner of the financial planning and wealth management firm of Ryan Lamontagne Inc.  Thomas has over twenty five years of experience in the financial services industry, the last fifteen years as the senior partner at Ryan Lamontagne Inc.  Thomas is a graduate of the University of Ottawa Commerce Program, and holds the designation of Certified Financial Planner.  His clients benefit from his extensive experience in taxation and wealth management, as well as his expertise in comprehensive financial planning. Thomas is recognized as an expert in the area of personal and corporate tax planning and he specializes in comprehensive financial planning and wealth management for executives, business owners, and high net worth individuals.

Away from the office, Thomas enjoys an active lifestyle centered on his family and his passion for sports and outdoor activities.   He is a seasoned and accomplished marathon runner.  He is also active within his local community and has served for the last 5 years as a member of the Executive Committee of Gloucester Hornets Soccer, which is the competitive branch of the Gloucester Soccer Association.

Thomas is married to his wife Kim, and the proud father of three teenage children.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call him at 613-596-3353 Ext. 107

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Marc Lamontagne, CFP, R.F.P., FMA

Marc Lamontagne is a founding partner of the firm Ryan Lamontagne Inc. With over 20 years in the financial services industry, Marc has a broad range of knowledge and experience in the world of personal finance. He specialises in comprehensive financial planning, investment strategies, tax planning and has delivered numerous seminars and workshops across Canada and abroad. His background in the financial professions provides him with a unique understanding of the complexity of comprehensive wealth management.

Marc has a history of staying in the forefront of the financial planning industry trends, transitioning to fee-for-advice in 1996.  In addition, he is the past-President of the Ottawa Chapter of the Canadian Association of Financial Planners (now called Advocis), a former faculty member of the Canadian Academy of Senior Advisors, a CFP™ Brand Ambassador, and a published author.

An experienced financial planner, Marc is often quoted in the media including such publications as MoneySense Magazine, the National Post, Toronto Star, the Globe and Mail, CBC News, Canadian Business and the Ottawa Citizen.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call him at 613-596-3353 Ext. 108 or on Skype at marclamontagnecfp

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David Burnie, CFP, MBA

Approaching twenty years in the financial services industry, David is partner at Ryan Lamontagne Inc.  Since joining the firm in 2000, his areas of practice has concentrated on transition & severance planning, personal & corporate taxation, estate & investment counselling.  Considered a tax-planning specialist, David provides comprehensive planning for professionals, the self-employed and closely held corporations.  David is considered an experienced and entertaining orator and has facilitated hundreds of presentations to a wide cross-section of audiences, for both public and private sector organizations in Canada.  Often quoted by the media in a variety local and national publications,  David is also an author, keynote speaker and fluent authority on matters of financial education, compensation transparency and professional ehthics.  David holds a Masters degree in Business Administration and is formally an adjunct professor at Algonquin College in Ottawa.

Outside of business activities,  David enjoys time with his family and is an avid soccer player.  He is a provincially certified coach and actively coaches competitive goalkeepers within the Ottawa area.  David and his wife Andria are the parents of three talented children.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call him at 613-596-3353 Ext. 112

 

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Our Ottawa Office

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We've been providing financial services to Ottawa businesses since 1994. Give us a call now to discuss your financial objectives. We'd love to hear from you!

Phone: (613) 596-3353
Ottawa, Ontario, Canada

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