Our financial planners have been quoted in the following media:


Winning $48 million ticket sold in Ottawa 

CTV News Ottawa March 2014

It's the story that has everyone talking: who has the winning $48 Million ticket? Marc Lamontagne is featured in CTV News segment by Catherine Lathem on what you could buy with the ticket.

Full video: Lotto Luck In The Capital

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


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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!