Michael Pallett, CFA

Investment Advisor

613-566-7632 | Email me

Michael Pallett is a lifelong resident of Ottawa. He is married with two children and lives in the city's west-end. A graduate of Carleton University, Michael began his career with Midland Doherty Ltd. and joined RBC Dominion Securities Ottawa office in 1988. Throughout his career Michael has maintained a strong commitment to the portfolio approach to investing. This begins with a thorough understanding of a client's investment objectives and risk tolerance. Michael is a CFA charter holder and a Fellow of the Canadian Securities Institute. He has served as president of the Ottawa Chapter of the Toronto Society of Financial Analysts and also as a representative of the Canadian Council of Financial Analysts. The Association of Investment Management and Research have acknowledged his support and service to the investment community in Ottawa. Over the years Michael has taught introductory investment and portfolio management courses at Algonquin College and at both the Ottawa and Carleton school boards.

Jonathan Bloom, PFP, B.Comm. (Hons)

Investment Advisor

613-566-7507 | Email me

Mark Smyth, CIM, FCSI


613-566-7648 | Email me