FP Canada today announced the individuals who received the top three scores for the June 2022 sitting of the Certified Financial Planner® exam. The following candidates have earned a place on FP Canada's distinguished President's List.

-1st place—Chantelle Martin—Buck Creek, AB (ATB Securities Inc.)

-2nd place—Thomas Johnson—Winnipeg, MB (Cascade Financial Inc.)

-3rd place—Philippe Drouin—Embrun, ON (Ryan Lamontagne Inc.)

FP Canada - September 7, 2022

Link: https://www.newswire.ca/news-releases/fp-canada-tm-recognizes-top-performing-candidates-on-the-june-2022-cfp-r-exam-895751197.html

“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/

“Student loans should be thought of as an investment in your future,” says Chris Ryan, CFP with Ryan Lamontagne Inc. “It is a ‘good debt’ that will allow you to get a better, higher-paying job than if you didn’t have an education. That higher income is your return on the investment.”

Andrew Willis - Morningstar - September 4th, 2020

Link: https://www.morningstar.ca/ca/news/204956/4-money-tips-for-students.aspx

Indeed, Marc Lamontagne, founding partner, CFP at Ryan Lamontagne Inc. in Ottawa, has continued to provide advice for both parties – in some cases because that’s what they have wanted. 

Joel Schlesinger - Globe and Mail - July 22, 2019

Link: https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-grey-divorce-presents-unique-set-of-challenges/