Enjoying thirty years in the financial services industry, David is a principal and partner at Ryan Lamontagne Inc. Since joining the firm in 2000, his area of practice includes transition planning, small business advisory, personal and corporate taxation. Considered a tax-planning specialist, David provides comprehensive financial planning for professionals, the self-employed, closely held corporations and trusts. Working with a relatively small client base allows David to develop personal relationships with each of his clients and their families. Those relationships, in turn, provide him with the in-depth understanding of his clients’ needs, as well as the level of trust required to be an advocate for positive change in their financial affairs.

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. An author, media resource, and keynote speaker, David has been quoted in a variety of local and national publications as a fluent authority for matters of financial education, compensation transparency and regulatory compliance.

David was appointed a CFP® Brand Ambassador in 2003 and named as a Fellow of the Canadian Securities Institute in 2013. David holds a Master’s degree in Business Administration and was formerly an adjunct professor at Algonquin College in Ottawa.

An active member within the community, David continues to lend his time and support as a board member and advisor for both not-for-profit and charitable organizations within Canada. When not spending time with his wonderful wife Andria and three young adult children, David enjoys playing drums and percussion to his favourite music.

or call him at 613-596-3353 ext 112.


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Phone: (613) 596-3353
1565 Carling Avenue, Suite 602
Ottawa, Ontario, Canada K1Z 8R1

We have been providing financial services to Ottawa Professionals, Small Business Owners and Families since 1994. Give us a call today to discuss your financial objectives. We'd love to hear from you!