Our financial planners have been quoted in the following media:


As a global trend toward fee-based compensation models gathers steam, there is a strong case for Canadian advisors to make the shift.

Investment Executive, Clare O'Hara
February 2014

“As a professional in the financial planning business, you are expected to have a formal business plan in place", Marc Lamontagne

Full text: Making The Move to a Fee Model

Borrowing to invest in an RRSP is a way to ensure that money is saved instead of being spent

The Globe and Mail, Shelley White 
November 2013

"While borrowing to invest in an RRSP can be a wise choice for some people, it could be a wrong move for others", says Marc Lamontagne

Full text: Is it Wise to Borrow for an RRSP?


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Phone: (613) 596-3353
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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!