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Marc Lamontagne, CFP, RFP, CIM®

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Marc Lamontagne is a Founding Partner in of Ryan Lamontagne Inc. He is a graduate of Carleton University, and a member of the Ryan Lamontagne Inc. investment committee. With 25 years’ experience in the financial services industry, Marc has a broad range of knowledge and experience in the world of personal finance.

He specializes in comprehensive financial planning, investment advisory services, and tax planning. An accomplished speaker, Marc has delivered numerous seminars and workshops across Canada. His background in the financial services industry provides him with a unique understanding of the complexity of comprehensive wealth management.

Marc has a history of staying in the forefront of the financial planning industry trends, transitioning to fee-for-advice in 1996. In addition, Marc is past-president of the Ottawa chapter of the Canadian Association of Financial Planners (now called Advocis), and has served on the faculty of the Canadian Academy of Senior Advisors as well as on the Advisor’s Edge Report advisory board. He is a CFP® Brand Ambassador.

In 2012 Marc was awarded the Fellow of FPSC™ distinction.

As a recognized financial expert, Marc has been quoted extensively in the media, including The Globe and Mail, National Post, CBC, Ottawa Citizen, Toronto Star, and MoneySense magazine.

In his leisure time Marc volunteers with Ottawa Salus Corporation, which provides housing and support services to people with mental health problems, and stays active with regular visits to the gym, running, yoga, and tennis.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call him at 613-596-3353 Ext. 108 or on Skype at marclamontagnecfp
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Our Ottawa Office

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We've been providing financial services to Ottawa businesses since 1994. Give us a call now to discuss your financial objectives. We'd love to hear from you!

Phone: (613) 596-3353
Ottawa, Ontario, Canada

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