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 Ottawa Main branch teams.

Andrea Drolet, CFP, BA (Hons), B.Ed

Investment Advisor

Phone Number613-566-3639 | Email me | Visit Website

Bois Wealth Management Advisory Group 

Phone Number613-566-2041 | Email me | Visit Website

Brad Sigouin

Senior Investment Advisor

Phone Number613-566-7664 | Email me | Visit Website


Chisholm and Henry Wealth Management Group 

Phone Number613-566-4512 | Email me | Visit Website


Derek Hyer, PFP

Investment Advisor

Phone Number613-566-2225 | Email me | Visit Website

Donnelly & Pasian Wealth Management 

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Enns Investment Management Group 

Phone Number613-566-7666 | Visit Website


Imbert Wealth Management 

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Jeffrey P. White

Senior Portfolio Manager

Phone Number613-566-3505 | Email me | Visit Website



Marc-André Lalonde, CFP®, CIM

Portfolio Manager & Investment Advisor

Phone Number613-721-8135 | Email me | Visit Website

Matthew Newby, CPA, CMA

Investment Advisor

Phone Number613-566-7586 | Email me | Visit Website


Maxime Beauseigle

Investment Advisor & Financial Planner

Phone Number613-566-3532 | Email me | Visit Website

Montgomery Ouimet Wealth Management 

Phone Number613-566-3515 | Visit Website

Noble Wealth Management 

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Pallett And Bloom Wealth Management 

Phone Number1-800-461-1958 | Visit Website



Rockwell Barber Wealth Management Group 

Phone Number613-566-7621 | Email me | Visit Website

Sebastien Brown

Investment Advisor

Phone Number613-566-4501 | Email me | Visit Website

Stefano Pasian, PFP

Investment Advisor

Phone Number613-566-2044 | Email me | Visit Website

Stephen Li, CFP®

Investment Advisor & Financial Planner

Phone Number613-566-7689 | Email me | Visit Website

The Bob Beiersdorfer Wealth Management Group 

Phone Number613-566-7542 | Email me | Visit Website

The O'Neill Wealth Management Group 

Phone Number613-566-7562 | Email me | Visit Website

The Robert Brisebois Wealth Management Team 

Phone Number613-566-7567 | Email me | Visit Website

Todd Kennedy, FCSI

Senior Portfolio Manager

Phone Number613-566-4582 | Email me | Visit Website

Tyler Bogues, CIM, FCSI

Senior Portfolio Manager & Wealth Advisor

Phone Number613-566-7577 | Email me | Visit Website

Wade Brown Wealth Management 

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Let us connect you with an advisor today!

 

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