Our Insights
Changes to capital gains tax may prompt doctors to quit, CMA warns
David Burnie, a certified financial planner at Ryan Lamontagne Inc. in Ottawa, said tax deferral was the biggest advantage for doctors who […]
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Why more seniors are opting to stay put rather than downsize their homes
“A lot of our clients are either not planning to downsize, or if they originally planned on it, they don’t end up […]
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Phil Drouin, CFP Discusses Insights, Strategies and Tips for a Successful CFP Exam
After earning a spot on the FP Canada’s President’s List for achieving a top-3 result on the June 2022 CFP exam, Phil […]
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CTV Morning Live Ottawa: Money Monday – January 9th, 2023
Certified Financial Planner Chris Ryan appears on CTV Morning Live Ottawa to discuss whether you should invest now and some of the […]
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Phil Drouin recognized as top performing candidate on the June 2022 CFP exam
FP Canada today announced the individuals who received the top three scores for the June 2022 sitting of the Certified Financial Planner® […]
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4 Money Tips for Students
“Student loans should be thought of as an investment in your future,” says Chris Ryan, CFP with Ryan Lamontagne Inc. “It is […]
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Broad-based ETFs or careful stock picks can work for large windfalls
“The philosophy: Ferris uses a global equities market index as a base for building portfolios, “with a measured tilt towards Canadian equities […]
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Grey Divorce Presents Unique Set of Challenges
Indeed, Marc Lamontagne, founding partner, CFP at Ryan Lamontagne Inc. in Ottawa, has continued to provide advice for both parties – in […]
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Rising to the top of the class
“My objective when I started studying was to do my best,” says Ferris, an associate financial planner with Ottawa-based Ryan Lamontagne Inc. […]
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CFP Examination Candidates Recognized for Top Performance
Financial Planning Standards Council (FPSC) has announced the members of the esteemed President’s List for the November 2018 sitting of the CFP® […]
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Six key guidelines for RRIF investors
Consider raising the cash portion of your RRIF portfolio to fund withdrawals. If you are having to constantly sell investments to meet […]
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Navigating the Seniors’ Financial Roadmap
Marc Lamontagne, CFP, a founding partner at Ottawa-based Ryan Lamontagne Inc. agrees and says retirees often spend more in their early years […]
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Five Unanswered Questions About the Liberals’ Proposed Small Business Tax Changes
Ottawa has said all past investments will be protected and the new $50,000 annual threshold will be on a “go-forward basis.” When […]
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A No-fuss TFSA
Ottawa has said all past investments will be protected and the new $50,000 annual threshold will be on a “go-forward basis.” When […]
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21 ways the federal budget will hit Canadians’ wallets
In a budget notable for its lack of big-ticket tax changes, we find all the reasons you should still care about what […]
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CTV Morning Live Ottawa – March 6th, 2017
Certified Financial Planner Marc Lamontagne appears on CTV Morning Live Ottawa to share 5 need to know tax changes CTV Morning Live […]
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CTV Morning Live Ottawa – December 16th
Certified Financial Planner Marc Lamontagne appears on CTV Morning Live Ottawa to share some year end tax and financial planning tips. CTV […]
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How your portfolio should react to the economic uncertainty surrounding Trump
“During times of economic turbulence, always make sure your financial plan is up to date. That means having clearly defined investment goals […]
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