Header image
For your retirement • Pour votre retraite
  
 
 
 
 

 
Managing Director and
Chief Investment Strategist
Malcolm B. Fletcher, CA, CFP, CMC
Tel 613.842.4229
email email
  • Fluently bilingual, with the team since 1996 launch
  • Chartered Accountant
  • Certified Financial Planner
  • Certified Management Consultant
Team - Financial Specialists
Tamara Baird , CFP, CSA
 
Tel 613.842.7261
email email
  • Certified Financial Planner (CFP)
  • Certified Senior Advisor (CSA)
  • 13 Years Financial Services industry experience
  • Retirement Planner
Gilles Carrière , CFP
   
Tel 613.842.7258
email email
  • Certified Financial Planner (CFP)
  • Gilles’s financial practice is aimed at providing pension, financial and retirement planning advice to individuals working for public sector Employers such as the Public Service.
  • Delivers over 40 seminars a year on the subject of pension, financial, investment and tax planning.
  • He has worked in the field of financial planning since 1997
Michel Guimond, B.Sc., CLU, ASA,
   Financial Planner (IQPF)
Tel 613.842.4224
email email
  • Worked in Actuarial from 1985 to 1990
  • Financial Advisor since 1990
  • Expertise in Investments and Insurance
  • Bilingual
Rudy Johnson, M.P.A., B.A., CFP
Tel 613.842.7240
email email
  • Certified Financial Planner (CFP)
  • 10 Years Financial Services industry experience
  • 4 years delivering seminars through the Retirement Planning Institute
  • Former public servant in Research and Evaluation, Economic Regulation and Costing of Transportation Modes
  • My service goal and mission is to assist clients in all stages of their financial planning (with a focus toward retirement planning) through a client-centred approach.
Martin Parker
Tel 613.842.4217
email email
  • A dedicated bilingual team approach designed to empower our clients to make an effective financial transition from the workplace into retirement.
  • Our mandate from our clients:
    • To help determine when they should retire
    • Will they have enough money to live comfortably
    • Will the money last long enough
    • To determine how and when to use all sources of retirement income
  • Martin Parker has over 25 years expertise in various segments of the financial services industry
  • Has delivered over 200 seminars to various government and private sector groups
François Poudrier
Tel 613.842.4227
email email
  • François believes in building a solid financial foundation and assisting families to progress through the financial stages, such as saving for a home, preparing for education costs, and planning for retirement.
  • A member of the retirement planning team since 1998.
  • Offers bilingual services
Kyle Reid, B.Comm., CFP
Tel 613.842.4228
email email
  • Assisting clients, and being a small part of the journey is the most fulfilling aspect of his career.
  • Kyle's team consists of Kyle and 5 dedicated associates.
  • Providing exceptional service, and sound investment advice are key ingredients to success.
  • Kyle looks forward to discussing your needs and providing guidance to secure the future.
Robert Théroux, B.Sc., Kin, CFP
Tel 613.842.4214
email email
  • Certified Financial Planner (CFP)
  • In the field of Financial Planning since 1986
  • with team since 1998
  • fluently bilingual
Allan J. Walton, CFP, CIM, FCIA, FSA
Tel 613.842.4226
email email
  • Certified Financial Planner (CFP)
  • Canadian Investment Manager (CIM)
  • Actuary (FCIA, FSA)
  • Extensive Pension Plan experience