Our team

“Whether it’s helping my high-net-worth clients balance long-term goals with day-to-day choices, confirming to mature couples that their diligence has paid off and they’re ready to retire, or assisting business owners with complex planning needs, my approach and extensive financial planning experience create a clearly defined path for each client to meet their financial objectives.”

With nearly 30 years of experience in financial services, Russell has come to appreciate what is most important to clients when working with an advisor: trust, integrity, and a firm that is easy to do business with. He and his team strive to excel in these areas and more to provide an outstanding client experience.

Complementing his expertise with education, Russell holds the Personal Financial Planner (PFP) designation from the Canadian Securities Institute. He also earned his Bachelor of Commerce from the University of Ottawa. 

An advocate for promoting dialogue around mental health issues, Russell volunteers with the Royal Mental Health Centre as a guest speaker and fundraiser. 

In his spare time, you’ll find him cycling or skiing, depending on the weather.