Marc-André Lalonde, CFP®, CIM

Portfolio Manager & Investment Advisor

613-721-8135 | Email me

With over 18 years of experience in the financial services sector, Marc-André specializes in financial planning for physicians and their family members. His primary role is to provide portfolio management and analytics support to our team. He graduated from the University of Ottawa with a Bachelor of Social Sciences degree, with a minor in business administration. He is also a licensed life insurance agent and fully bilingual. He enjoys skiing, golfing, hockey and entertaining friends.