Our financial planners have been quoted in the following media:


So you've suddenly got $1,000 burning a hole in your wallet but you aren't sure what to do with it-all you know is you want that money to grow.

MoneySense, David Hodges
June 2015

"You've got to ask yourself, 'What is this money for?'" says Marc Lamontagne, a Certified Financial Planner.

Full text: Where to invest $1000

Ottawa city councillor David Chernushenko was honoured, during national mental health week, for being a staunch supporter of Ottawa Salus, a charitable organization that provides housing and support services for people living with severe and persistent mental illness.

The Ottawa Citizen, Caroline Phillips
May 2015

Marc Lamontagne attended a benefit at the Orange Art Gallery on Wednesday, May 6, 2015, for Ottawa Salus, a non-profit organization that helps people with mental illness.

Full text: Around Town

Sheila and Raj Devi were living large, complete with personal trainers, grocery delivery and upscale vacations. Now Sheila has lost her $300,000-a-year job and they're in the hole. Can they curtail their $172,000-a-year spending habit before it is too late.

MoneySense, Julie Cazzin
April 2015

"When incomes go up, expenses go up as well" says Certified Financial Planner, Ayana Forward.

Full text: A Life More Ordinary

Am I on Track to Retire at 60: Milan Sengupta, 36, has been in Canada for just 5 years, but he's already thinking about retirement.

MoneySense, Julie Cazzin
April 2015

"If Milan saves $30,000 annually, and he spends $50,000 a year net from his nest egg starting at age 60, his reitrement savings will last him beyond age 95" says Certified Financial Planner, Vickie Campbell.

Full text: Am I on Track: To retire at age 60?



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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!