Michael has over seven years of experience in the financial services industry and provides holistic financial advice managing client’s retirement and cash flow plans. He also reviews daily investment research and prepares client review reports for his clients. Michael is a fully licensed representative with Mandeville Private Client Inc.

When choosing a Financial Advisor in Ottawa, look for one with the right qualifications and expertise to help you reach your goals. The terms financial advisor and financial planner are often used loosely, so make sure your advisor has the specific expertise you need and can meet your specific needs. Whether you want to save for retirement, consolidate debt or plan for a home purchase, you need an advisor who can help you create a workable strategy that fits with your lifestyle and core values. Laern more ex-ponent.com

Be sure to consider the costs of working with an advisor. Some charge hourly fees, while others may have a flat fee structure. You may also have to pay a commission when you buy or sell a stock, or you might be charged a percentage of the value of your investments. Depending on your needs and budget, you may want to consult with several financial planners before deciding who is right for you.

Ottawa’s Top Financial Advisors: Making Smart Financial Choices

Ryan Lamontagne Inc is different from their competitors because they offer comprehensive planning services to their clients. They aim to get to know their clients and build a long term relationship with them. They have the knowledge, technical skills and years of experience to offer their clients a competitive advantage.