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

U.S. debt: Not living on borrowed time

U.S. debt: Not living on borrowed time

Dec 08, 2023 | Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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Global Insight 2024 Outlook: Investing for a new reality

Dec 04, 2023 | Jim Allworth

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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Global Insight 2024 Outlook: United States

Dec 04, 2023 | Kelly Bogdanova and Thomas Garretson, CFA

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

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Global Insight 2024 Outlook: Canada

Dec 04, 2023 | Sunny Singh, CFA, and Luis Castillo

While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.

Read more

Ratul Dutta, MBA, CFP

Investment Advisor & Financial Planner

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