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 McFarlane, CFP, FMA

Investment Advisor & Financial Planner

Phone Number613-894-5435 | Email me | Visit Website

Andrew Frank Wealth Management 

Email me | Visit Website


Caroline Chilvers, CFP®

Investment & Wealth Advisor

Phone Number613-564-4367 | Email me | Visit Website

Colleen O’ Connell-Campbell, B.Comm.

Wealth Advisor

Phone Number613-564-2167 | Email me | Visit Website

Cotter Wealth Management 

Email me | Visit Website

Domaratzki Birkus Wealth Management 

Phone Number613-564-4840 | Email me | Visit Website




Lu Gao, PFP

Investment Advisor & Financial Planner

Phone Number613-564-4556 | Email me | Visit Website



Mila Starodoub, MBA, CFP®

Branch Director

Phone Number416-289-2430 | Email me | Visit Website


Nicholas Goldsmith

Investment Advisor

Phone Number613-564-4399 | Email me | Visit Website


Popp Private Wealth Management Group 

Email me | Visit Website


Ratul Dutta, MBA, CFP

Investment Advisor & Financial Planner

Phone Number613-733-8257 | Email me | Visit Website

Roundell Wealth Management 

Phone Number1-800-267-7680 | Visit Website




The Perron Group 

Email me | Visit Website

Tucker Wealth Management 

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 Andrew Frank, Branch Director, for a confidential consultation.

*Required fields