About Us
Mission
Our mission is to provide our clients with objective, reliable and factual advice that is relevant to their financial goals.
We strive to build and nurture long-term client relationships, based on a client-centric service model that focuses on personal interaction, individual attention, professionalism, and integrity. We also aim to be the leader in the design and delivery of high value and feature rich services, and to be regarded as innovators in financial services and wealth management industry.
Our Approach
We use an integrated approach to financial planning and wealth management. We understand that tax efficiency can be as important to a client’s long term financial results as is the portfolio rate of returns, and that there may be tax and estate planning issues related to a specific investment strategy.
As a result, we ensure that we integrate tax planning, debt management, cash flow needs, insurance, estate issues, and investment strategies as part of our comprehensive approach to financial management – linking all aspects of your family’s finances to balance your short-term and long-term goals.
In fact, our financial planners limit the number of client households that they service so they can provide a highly personalized client experience.
Over the last 20 years, we’ve grown to become one of the largest fee-based financial advisory firm in Eastern Ontario. We succeed because our clients succeed. Our reward is that a resounding 96% of our clients are comfortable in referring our services to friends and colleagues!
Careers
Ryan Lamontagne Inc. has established itself as one of the leading practitioners of financial planning in Canada. We continue to push the boundaries of the profession and have a culture of innovation where our planners and employees can make a difference. We are always looking for like-minded, dynamic individuals to come and join our growing team.
Get Started With A
No-Obligation Initial Consultation!
Do not hesitate to contact us for a no-obligation initial consultation. We look forward to hearing from you.
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