Meet our Advisors

With the Wealth Management approach, our Investment Advisors will help you clarify your individual needs, establish specific goals, and bring together all the solutions you need to effectively manage your wealth. At the Ottawa Preston Dominion Securities branch, our advisors’ services encompass everything from investment advice and money management to guidance on protecting your lifestyle, planning for retirement and creating a legacy for your family and other beneficiaries. They will be there to guide you through each life stage, helping you understand the issues and concerns you face – and the opportunities you have. Please take the time to browse through our list of exceptional Advisors, and find the one that’s best for you. Each Investment Advisor has their own approach, strengths, and personal qualities.

Andrew Frank

Branch Manager

613-564-4800 | Email me | Visit Website

Caroline Chilvers, CFP

Investment & Wealth Advisor

613-564-4367 | Email me | Visit Website

Century Wealth Management 

Visit Website

Colleen O’ Connell-Campbell, CFP, B.Comm.

Wealth Advisor

613-564-2167 | Email me | Visit Website

Cotter Wealth Management 

Email me | Visit Website

Eric Zahalan

Investment Advisor

613-739-7823 | Email me | Visit Website

Ernesto Hachey

Investment Advisor

613-564-4886 | Email me | Visit Website

Evan Van Roon

Investment Advisor

613-564-2165 | Email me | Visit Website

Finnegan Wealth Management 

Visit Website

Janice Domaratzki

Investment Advisor

613-564-4840 | Email me | Visit Website

Jeremy Goldfarb, PFP

Investment Advisor

613-564-2193 | Email me | Visit Website

Livingston MacDonald Wealth Management 

613-564-4935 | Email me | Visit Website

McManus Popp Wealth Management 

613-564-4828 | Email me | Visit Website

Menard Kinkaid Wealth Management 

Email me | Visit Website

Rogers Wealth Management 

613-564-2061 | Email me | Visit Website

Roundell Wealth Management 

1-800-267-7680 | Visit Website

Steven Price, CFP

Investment Advisor

613-564-4685 | Email me | Visit Website

Steven M. Brougham

Vice-President & Portfolio Manager

613-564-4814 | Email me | Visit Website

The Perron Group 

Email me | Visit Website

Tucker Wealth Management 

Email me | Visit Website

Wacyk Wealth & Commodity Futures Group 

Email me | Visit Website

Zapior Wealth Management 

613-564-2057 | Email me | Visit Website

Let us introduce you!

If you would like to discuss your unique situation, and have an Investment Advisor recommended to you based on your needs, please get in touch with Steve Harrop, Branch Manager, for a confidential consultation.

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