Our financial planners have been quoted in the following media:
We all know saving is a necessary part of financial management, yet for many of us, saving money means depriving ourselves of treats — a $5 pumpkin spice latte, for example.
Ottawa Citizen, Lisa Evans
October 2013
"Most people’s expenses tend to rise up to meet their available cash,” says Lamontagne.
Full text: Trick or Treat Your Savings Account
Ontario advisors believe succession plans should be a given for wealth professionals and their dealers, ensuring clients are not left high-and-dry if something goes awry with their advisors.
Wealth Professional, Sophie Nicholls
October 2013
“I think it’s just intelligent planning to have any type of emergency plan,” said Ottawa-based financial planner Marc Lamontagne of Ryan Lamontagne Inc.
Full text: Death or retirement – What Happens to Your Clients?
The Batemans want to retire at age 60, spend their winters in a Florida condo, and travel the world.
MoneySense Magazine, Julie Cazzin
October 2013
“Morley and Sandy Bateman have done many things right. They have a lot of money to work with", says Marc Lamontagne of Ryan Lamontagne Inc. in Ottawa.
Full text: A road well travelled
As the Big Six banks grow their wealth businesses, they are increasingly in a position to push multi-service offerings.
Wealth Professional, Christopher Myrick
September 2013
“The independent advisor may have some advantages over those in the bank channels", said Marc Lamontagne of Ryan Lamontagne Inc. in Ottawa.
Full text: Another threat for mutual fund “guys”?
The big six banks all posted double-digit growth in their wealth management operations.
Wealth Professional, Christopher Myrick
September 2013
“With many of the major targets already acquired, the banks will likely start looking to acquire more independent players," said Marc Lamontagne of Ryan Lamontagne Inc. in Ottawa.
Full text: Big six growth in wealth management points to more consolidation
