Mark Roundell

Vice-President & Portfolio Manager

613-564-0138 | Email me

Mark is the founder and leader of Roundell Wealth Management. With more than 30 years of experience in the financial services industry and designations spanning across investment management, financial planning and insurance services.  Mark is an expert at navigating clients through a broad range of financial matters. 

Mark is a discretionary investment manager; he earned this prestigious designation through a combination of academic achievement, industry accreditation, years a proven investment management experience and a commitment to continuing education. 

Mark is President of the Ottawa Estate Planning Council.  For more than two decades he has been a member of this organization that meets monthly to keep informed on estate planning concerns, opportunities and regulatory developments.  More recently, when Jenna, Mark’s daughter joined the team, Mark became a member of the Ottawa Chapter of the Canadian Association of Family Enterprise (CAFE).

Mark recently completed a term on the board of the Royal Ottawa Foundation for Mental Health and remains on their Strategy and Governance Committee.  He recently accepted a position on the board of another important and interrelated organization – the Shepherds of Good Hope (SOGH) Foundation.  He is looking forward to working on behalf of the foundation board to raise funds and awareness for the vital work that the SOGH does in our community.  Mark also sits on the finance committee of St. Patrick’s Home of Ottawa Foundation.

Mark is married to Debbie, in the summer you can find them cycling on their tandem or at their cottage and in the winter in their skis in Gatineau Park.

Jenna Roundell

Associate Advisor

613-564-4598 | Email me

Jenna goes above and beyond to provide our clients with exceptional customer service.  She leads the annual review process, coordinating all aspects of our services to you to present you with a customized report.  She works closely with Mark to follow up with you regularly on the action items coming out of your annual review and any change to your situation so that we keep you on track to meet your financial goals and objectives.

Jenna is a graduate of Carleton University with a combined honours degree in Political Science and Legal Studies.  She interned on Parliament hill while attending school and worked full-time on the Hill and also at the department of Foreign Affairs after graduating.  In 2011 she moved to private industry, joining a large financial institution as a retirement planning specialist.

In 2014 Jenna completed the Chartered Investment Manager designation, extending her expertise across the investment management discipline so that she can help our clients look at their complete financial picture.  Jenna is currently worked toward the CFP designation, having already completed the first exam she has the CFP Level 1 Certification in Financial Planning.  Jenna is also a member of the Ottawa chapter of the Canadian Association of Family Enterprise (CAFE) and recently accepted a position on the board of directors.

Jenna is married to John and they have a son, James.  She enjoys running as well as hiking and cycling with her family.  She is also an avid swimmer and has swum with the Masters Club at Carleton University for many years.

Scott Goodridge

Associate Advisor

613-564-0125 | Email me

Scott plays an integral role when it comes to our clients’ investment management decisions.  He works with Mark to monitor our model portfolios on a daily basis to ensure they are in line with each client’s unique investment policy statement. 

Having obtained the Certified Financial Planner (CFP) designation in 2013 and with more than 14 years of industry experience, Scott not only has extensive investment knowledge, but is also an expert in financial planning.  Scott has been with Roundell Wealth Management for eight years and brings valuable experience from his prior role as a Senior Personal Banker. 

Over the years Scott has formed strong relationships with our clients by ensuring they remain well positioned to achieve their goals. 

Scott is married to Sue and they have two children, Cameron and Ava who keep them busy shuttling between hockey and soccer practices.  When he can find the time, Scott enjoys running, hockey and playing basketball, but his true pride is the hockey rink he builds every winter in his backyard for his family to enjoy.

Lyne Ouimet

Associate

613-564-0126 | Email me

Lyne is our client administration expert.  After 35 years of industry experience, Lyne knows the ins and outs of the systems and processes required to ensure everything runs smoothly in your accounts on a day-to-day basis. 

Lyne prides herself on getting to know you well.  She forms long lasting relationships with our clients by anticipating their need and being able to assist with account related transactions, inquiries and requests.  She has successfully completed the Canadian Securities Course and Conduct and Practices course and she is fully bilingual if you would prefer to speak French. 

Lyne and her spouse Roger enjoy spending time with their family – they are proud grandparents to Alexia.   Lyne enjoys cooking – much to her family’s delight; she is also an avid golfer.  In the summer you can find Lyne and Roger on the Ottawa River relaxing on their boat.