Increasing Wealth Brings Increasing Complexity and Responsibility.
Let us help you plan for it.
Who We Are
Trusted Wealth Advisors Since 1994
As a boutique financial planning firm, we help affluent/high-earning individuals and families find efficiencies and preserve their wealth.
We do this through a holistic approach that integrates financial planning, investments, and tax minimization.
We work with a variety of clients, including business owners, executives, professionals and retirees.
+
Years of Experience In business
Our Expertise
Why Collaborate with Us
A Holistic Approach
25+
Years in the Business
Client-First Business Model
A Deep Bench of Experts
What We Offer
Comprehensive Wealth Management
A key advantage of your relationship with Ryan Lamontagne Inc. is that you gain access to professionals who are qualified to provide expert advice on every facet of the financial planning process. Our broad range of expertise means we can provide you with customized solutions that consider your complete financial picture, not just one aspect of it.
Financial
Planning
01
Effective financial planning requires in-depth knowledge of investments, insurance…
Tax Planning & Preparation
02
Our advanced tax planning service is designed to ensure that you are taking…
Investment
Counselling
03
This service includes a high-level evaluation of your current investment…
Estate
Planning
04
A comprehensive estate
plan addresses issues such as probate fees, income…
Client Review
Transforming Your Success Into a Legacy
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- Miranda W. Sanchez
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- Miranda W. Sanchez
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- Miranda W. Sanchez
Customer
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- Miranda W. Sanchez
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- Miranda W. Sanchez
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Get Started With A
No-Obligation Initial Consultation!
Do not hesitate to contact us for a no-obligation initial consultation. We look forward to hearing from you.
Helping Families Plan And Prosper for over 25 Years
Ryan Lamontagne Inc. is Ottawa’s largest fee-based financial planning firm. We specialize in comprehensive financial planning and wealth management.
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