Members

Marc Lamontagne

Ottawa
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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Marc Lamontagne

Member Bio

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Comprehensive Wealth Managers for select group of professionals and business owners.

Specializations

Corporate Financial Planning
Corporate Tax Planning
ESG & Impact Investing
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Tax Filing
Tax Planning

Designation(s)

CFP (Canada)
CIM

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

11 to 25

Investment License

Portfolio Manager

Provinces Licensed (Investment)

British Columbia
Ontario
Quebec
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