| Managing Director and |
| Chief Investment Strategist |
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| Malcolm B. Fletcher, CA, CFP, CMC |
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613.842.4229 |
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- Fluently bilingual, with the team since 1996 launch
- Chartered Accountant
- Certified Financial Planner
- Certified Management Consultant
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| Team - Financial Specialists |
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- Certified Financial Planner (CFP)
- Certified Senior Advisor (CSA)
- 13 Years Financial Services industry experience
- Retirement Planner
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- 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
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| Michel Guimond | , B.Sc., CLU, ASA, |
| | Financial Planner (IQPF) |
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613.842.4224 |
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- Worked in Actuarial from 1985 to 1990
- Financial Advisor since 1990
- Expertise in Investments and Insurance
- Bilingual
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| Rudy Johnson, M.P.A., B.A., CFP |
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613.842.7240 |
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- 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.
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| Martin Parker |
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613.842.4217 |
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- 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
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| François Poudrier |
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613.842.4227 |
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- 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
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| Kyle Reid, B.Comm., CFP |
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613.842.4228 |
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- 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.
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| Robert Théroux, B.Sc., Kin, CFP |
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613.842.4214 |
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- Certified Financial Planner (CFP)
- In the field of Financial Planning since 1986
- with team since 1998
- fluently bilingual
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| Allan J. Walton, CFP, CIM, FCIA, FSA |
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613.842.4226 |
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- Certified Financial Planner (CFP)
- Canadian Investment Manager (CIM)
- Actuary (FCIA, FSA)
- Extensive Pension Plan experience
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