Our financial planners have been quoted in the following media:


“The philosophy: Ferris uses a global equities market index as a base for building portfolios, “with a measured tilt towards Canadian equities and an appropriate allocation to fixed income.” He then adds temporary tactical positions based on current market conditions. His focus is on simplicity, low fees and tax efficiency, and he prefers using ETFs for those reasons.”

Dwarka Lakhan - Investment Executive - March 21, 2022

Link: https://www.investmentexecutive.com/newspaper_/focus-on-products/broad-based-etfs-or-careful-stock-picks-can-work-for-large-windfalls/


“My objective when I started studying was to do my best,” says Ferris, an associate financial planner with Ottawa-based Ryan Lamontagne Inc. (RLI) and research associate at its sister company, SONA Wealth Counsel Inc. “I worked hard, but never thought that being top in the country was a reasonable goal to have.” 

Dwarka Lakhan - Investment Executive - May 3, 2019

Link: https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/rising-to-the-top-of-the-class/

Financial Planning Standards Council (FPSC) has announced the members of the esteemed President's List for the November 2018 sitting of the CFP® examination. The President’s List recognizes candidates who achieved the highest marks out of hundreds of exam writers from across Canada. The new President’s List honourees include Christopher Ferris – Ottawa, ON (1st place) with Ryan Lamontagne Inc. 

Financial Planning Standards Council - March 1, 2019

Link: http://fpsc.ca/alerts-updates/2019/03/05/cfp-examination-candidates-recognized-for-top-performance


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