Our service excellence has been recognized by RBC DS, through multiple Annual Awards of Excellence, RBC's highest award of recognition.

Who We Are:

Dedicated. Engaged. Listeners. Consultative. Problem Solvers.

Who We Are Not:

Complacent. Close Minded. Done Learning.


François Menard, CPA, CA, FCSI

Vice-President & Director, Portfolio Manager

613-564-4805 | Email me

James Kinkaid, CFP®, CIM

Vice-President & Portfolio Manager

613-564-4646 | Email me

Donna Bernachi, CFA, MBA

Portfolio Manager

613-564-4823 | Email me

Roger Heard, CFA

Investment Advisor

613-564-4570 | Email me

Gisèle Lascelles, FCSI, CIM

Investment Advisor

613-564-4829 | Email me

Danielle Goddard, CFP®

Investment Advisor

613-564-4835 | Email me

Robert Meredith, PFP

Financial Planner

613-564-0630 | Email me

Kathy Massine

Associate Advisor

613-564-4874 | Email me

Richard Lamoureux

Associate Wealth Advisor

613-564-4896 | Email me

Samuel Carriere


613-564-4147 | Email me

Nick Lanoue


613-564-4838 | Email me

Connor Nixon


613-564-4538 | Email me