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

Is an economic soft landing on the schedule?

Sep 22, 2023 | Thomas Garretson, CFA

Fed projections suggest rates have neared cruising altitude. However, turbulence remains. We explain what the Fed’s actions may mean for investors.

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Recharging the energy transition?

Sep 21, 2023 | Frédérique Carrier

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

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Can China reboot its economy?

Can China reboot its economy?

Sep 14, 2023 | Frédérique Carrier

With China stuck in a morass of low economic growth, we look at how the country is attempting a course correction and how to position global equity portfolios.

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hiker facing fork in path

Do investors have an alternative to TINA?

Sep 07, 2023 | Kelly Bogdanova

Equities have long ruled the roost on the idea “there is no alternative”—aka TINA. But surging bond yields mean it’s time for a closer look at fixed income.

Read more

Ratul Dutta, MBA, CFP

Investment Advisor & Financial Planner

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