Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Bells Corners branch teams.

Andrew McNamara, CFP®

Investment Advisor & Financial Planner

Phone Number613-733-7608 | Email me | Visit Website

Caldwell Wealth Management Group 

Email me | Visit Website

Frank Skupek

Senior Portfolio Manager & Investment Advisor

Phone Number613-721-4261 | Email me | Visit Website

Gallivan Wealth Management 

Phone Number1-800-423-8812 | Visit Website

Heather Orton, CFP

Investment Advisor & Financial Planner

Phone Number613-721-8092 | Email me | Visit Website

John Law, PFP

Investment Advisor & Financial Planner

Phone Number613-721-9327 | Email me | Visit Website

Jonathan Ball

Portfolio Manager

Phone Number613-721-8676 | Email me | Visit Website

Lee Geerts, CFA, CFP, CIM 

Email me | Visit Website

McDonnell Wealth Management Group 

Phone Number613-721-8068 | Email me | Visit Website

Michael Laughton, PFP

Investment Advisor And Financial Planner

Phone Number613-831-2876 | Email me | Visit Website

Milliken Langford Wealth Management 

Visit Website

Monette Seymour Wealth Management 

Phone Number613-725-1147 | Visit Website

Neale Wealth Management Team 

Phone Number1-800-423-8812 | Visit Website

Nicol Advisory Group 

Phone Number613-722-1276 | Email me | Visit Website

Patrick Funk, CFP®, CIM

Investment Advisor & Financial Planner

Phone Number613-721-4678 | Email me | Visit Website

Rita Benefield, FMA, FCSI

Senior Portfolio Manager & Investment Advisor

Phone Number613-721-4117 | Email me | Visit Website

Ryan Lackey

Investment Advisor

Phone Number613-721-4611 | Email me | Visit Website

Scott Smith, CFA

Senior Portfolio Manager

Phone Number613-721-8534 | Email me | Visit Website

Scott Laplante, PFP

Investment Advisor & Financial Planner

Phone Number613-725-2175 | Email me | Visit Website

White Private Wealth Management 

Phone Number613-721-8275 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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