Bringing financial clarity and peace of mind


I’m proud to help guide your financial well-being through every stage of your life. I’m here to support you as your needs and objectives change over the years, whether you’re building a nest egg, looking to maximize after-tax income in retirement, or managing multi-generational wealth for your family.

I begin by listening closely to gain a deeper understanding of your personal and financial goals. By taking a big-picture approach to the financial planning process, I can help you achieve those goals – while you gain clarity, confidence, and ultimately, peace of mind.

Who am I

My family moved to Canada when I was 5 years, I have been in Ottawa ever since and love it. I enjoy the smaller city feel that Ottawa has to offer, and with each passing year appreciate what a great city it is to raise a family. I live with my wife and young son.

Outside of family and work, I enjoy travelling and playing/watching sports.

Who can I help

My wealth management practice was designed to help people who need assistance with retirement, estate, tax and investment planning.

People are constantly being bombarded with information, and sometimes it’s tough to differentiate fact from fiction. My goal is to ensure not only do you have a good grasp of your financial wellbeing, you also have a plan that matches yours goals and values.

My parents instilled in me at a very young age, the meaning of planning ahead which ultimately results in less time, money and energy spent later. I take that learnings from them and ensure my clients feel the power of planning.

How I help

My approach is to ensure I have a great idea of what is important to you. Whether that be financial goals or life goals. I don’t believe in providing cookie cutter recommendations, and therefore I spend a great deal understanding what you value most before offering recommendations.

Backed by the biggest full service brokerage in Canada, my clients have access to the best technology, planning team and investments managers through RBC Dominion Securities.

I would welcome the opportunity to sit down you with and your family.

Recent Insights

How tariff policy unpredictability is rippling through U.S. Treasury bonds

How tariff policy unpredictability is rippling through U.S. Treasury bonds

May 15, 2025 | Atul Bhatia, CFA

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

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The Fed and its dueling dual mandate

The Fed and its dueling dual mandate

May 09, 2025 | Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 | Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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Monetary policy possibilities

Monetary policy possibilities

Apr 25, 2025 | Atul Bhatia, CFA

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Ratul Dutta, MBA, CFP

Investment Advisor & Financial Planner

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