We are a team of professionals with over 100 years of combined financial services experience. Our team is built around a succession plan providing continuity for generations of clients to come.

Mark Roundell, CFP, CIM

Vice-President & Portfolio Manager

613-564-0138 | Email me

Mark works closely with clients to create long-term customized financial plans. He is also the “Chief Investment Officer” of the team, leading the portfolio construction process. His extensive experience and industry designations enable him to expertly navigating a broad range of financial matters.

Mark is a long-time member and past-president of the Ottawa Estate Planning Council. He works hard to make a difference in not only the lives of his clients, but also in his community. He is actively involved with both the Royal Ottawa Foundation and the Shepherds of Good Hope Foundation. Outside of the office, Mark and his wife enjoy cycling on their tandem bicycle, paddle boarding and skiing.

Jenna Roundell, CFP, CIM

Investment & Wealth Advisor

613-564-4598 | Email me

Jenna works with clients to create, implement and monitor a personalized wealth management plan for each family. Jenna graduated with honours from Carleton University and holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. She is also a Certified Professional Consultant on Aging, a title she obtained to give her better insight into the challenges and opportunities being faced by older clients.

 

Jenna is married to John and they have two young children James and Julia.  She enjoys running as well as hiking and cycling with her family.  She is also an avid swimmer and has swum with the Masters Club at Carleton University for many years.

Scott Goodridge, CFP

Associate Wealth Advisor

613-564-0125 | Email me

Scott manages the wealth planning process, from retirement planning to estate planning and everything in between. He oversees the creation of clients’ personalized plans and checks in regularly to update plans and ensure everything is on track. Scott holds the Certified Financial Planner (CFP) designation and has more than 15 years of industry experience, including his past role as a Senior Personal Banker.

Sergiu Luchian

Associate Advisor

613-564-4883 | Email me

Our Investment Management specialist, Sergiu is responsible for the day-to-day administration of all investment management for the team. His attention to detail ensures that clients’ investment strategies are implemented seamlessly. Sergiu brings more than 10 years of client service experience to the team and holds a diploma in Financial Planning Services. He effectively manages the details and intricacies of all investment strategies.

Lyne Ouimet

Associate

613-564-0126 | Email me

Lyne is our client administration expert. With 35 years of industry experience, she expertly manages our processes and ensures everything runs smoothly in clients’ accounts on a day-to-day basis. She forms long-term relationships with our clients by anticipating their needs and assisting with account related transactions, inquiries and requests. Lyne has successfully completed the Canadian Securities Course and Conduct and Practices Handbook Course, and is fully bilingual.