Our financial planners have been quoted in the following media:


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/



Schedule an Initial Consultation

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!