Our financial planners have been quoted in the following media:

 

It’s a smarter, more comprehensive robo competitor than Canadian advisors have seen, but that could soon change.

Wealth Professional, Sophie Nicholls
April 2014

Ontario advisor, Marc Lamontagne of Ryan Lamontagne Inc. acknowledges the convenience of online platforms, but says the advice offered would be limited, and can't replace the one-on-one connection with a real human being.

Full text: Digital Financial Advisors Make Headway

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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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!