“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 approachable nature and extensive financial planning experience means a clearly defined path for all my clients in meeting their financial objectives.”
With over 20 years’ 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. Russell’s team strives to excel in these areas and more in order to provide an outstanding client experience.
Russell is a graduate of the University of Ottawa with Bachelor of Commerce degree and holds the Personal Financial Planner (PFP) designation. He is an avid cyclist and skier and volunteers with the Royal Ottawa Hospital, helping to promote dialogue around mental health issues.