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| Financial Planners |
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Thomas Ryan, CFP,
B.Com.Thomas Ryan
is the managing partner of Ryan Lamontagne Inc. Thomas has over twenty years of
experience in the financial services industry, the last fifteen years as a
principal at Ryan Lamontagne Inc. His clients benefit from his extensive
experience in taxation, insurance and investments, as well as his expertise in
comprehensive financial planning. Thomas is recognized as an expert in the area
of personal tax planning and he also specializes in transition and retirement
planning, and comprehensive planning for executives, business owners, and high
net worth individuals. Fluently bilingual, he is an accomplished and
entertaining public speaker.
Away from
the office, Thomas enjoys a healthy and active lifestyle centered on his family
and his passion for sports and outdoor activities. He is a seasoned and
accomplished marathon runner. He is also active within his local community and
currently serves as the Chairman of Gloucester Hornets Soccer, which is the
competitive branch of the Gloucester Soccer Association.
Thomas is
married to his wife Kim, and the proud father of three teenage children.
contact Thomas Ryan
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Marc Lamontagne, CFP, R.F.P., FMA
Marc
Lamontagne is a partner in Ryan Lamontagne Inc. With over 18 years 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 counselling, tax planning, and has delivered
numerous seminars and workshops across Canada and abroad. His background in
the financial professions provides him with a unique understanding of the
complexity of comprehensive wealth management.
In
addition, Marc is past-President of the Ottawa chapter of the Canadian
Association of Financial Planners (now called Advocis), a faculty member of
the Canadian Academy of Senior Advisors, a CFP®
Brand Ambassador, and a published author.
contact Marc Lamontagne
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David Burnie, CFP, MBA
Enjoying 16 years in the financial services industry, David is a principal and resident
partner at
Ryan Lamontagne Inc. His areas of practice includes transition and severance planning, personal & corporate taxation, estate
and investment counselling. Considered a tax-planning specialist, David
provides comprehensive planning for professionals, the self-employed and
closely held corporations. David
is considered an experienced and entertaining orator and has facilitated
hundreds of presentations to a wide cross-section of audiences, for both
public and private sector organizations in Canada. An author, media
resource, and keynote speaker, David is a fluent authority for matters
of financial education, compensation transparency & professional ethics.
David holds a Masters degree in Business Administration and is formally an adjunct
professor at Algonquin College and commissioned officer in the Canadian Armed Forces. Presently, David is
the managing director of National Review Workshops and has been
appointed by FPSC to be a
CFP® Brand Ambassador.
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