Frank P. Lambros

Investment Advisor

613-725-1150 | Email me

As an Investment Advisor with over 30 years’ experience in investing and a former owner, president and partner in several Ottawa businesses, I understand the unique, complex considerations and responsibilities faced by business owners, families, individuals and institutions. During this time, I have navigated my clients through turbulent and ever-changing economic times.

Carol Cloutier

Associate

613-725-1151 | Email me

Carol has worked in the investment industry since 1999. As an Associate on Frank’s team, Carol provides broad work experience to customer service, overseeing daily account maintenance, client transactions and a wide range of administrative duties.  Carol stands out in particular for her detailed understanding of client accounts and her communication style, both of which clients appreciate greatly. Carol lives in Ottawa and when she’s not out enjoying the outdoors with her dog Bella, she can be found spending time with her three children and two grandchildren.

 
Joseph Power
Will & Estate Consultant LL.B

Joseph Power is a valuable member of our team, helping our clients create and preserve their wealth. Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993. He is an Associate Member of The Society of Trust and Estate Practitioners, Ontario and a Member of the Carleton County Law Association. Prior to joining RBC Dominion Securities, he practiced estate planning in private and served as Will & Estate Consultant with Royal Trust Corporation. Joseph works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner.

 

Jonah Rabinovitch B.A., LL.B, CFP

Financial Planning Specialist

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs. Subsequently, Jonah entered the financial services industry where he worked for four years as a financial planner with career sales force advisors completing comprehensive financial plans and acting as a resource for their high net worth clients. Jonah completed his CFP in 2013 and is a member of the Financial Planning Standards Council as well as the Law Society of Upper Canada.