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Join date: Apr 10, 2024
Posts (3)
Mar 26, 2026 ∙ 7 min
CHRISTOPHER OUIMET, CFA, CFP®, Portfolio Manager, Montgomery Ouimet Wealth Management of RBC Dominion Securities Inc., Ottawa, ON
CHRISTOPHER OUIMET “Clients don’t outgrow our process; we grow with them.” In an ever-changing financial landscape , keeping track of its many moving parts can be daunting. Christopher (Chris) Ouimet CFA, CFP®, and Portfolio Manager with Montgomery Ouimet Wealth Management of RBC Dominion Securities , removes that burden, delivering clarity, structure, and intergenerational strategy to even the most complex financial lives. “I take satisfaction in helping clients bring...
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Feb 2, 2024 ∙ 6 min
ANDREW BRADSHAW, CFP®, CIM®, RIAC, MFA-P™, Senior Investment Advisor, iA PrivateWealth
ANDREW BRADSHAW “We value our on-going and evolving relationships and welcome that intergenerational transfer” In a business so...
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Feb 2, 2022 ∙ 7 min
GLENN GAUDET, BA, CFP®, EPC, CPCA, RRC, Gaudet Group Private Wealth, Brantford Ontario
GLENN GAUDET Glenn Gaudet, BA, CFP®, EPC, CPCA, RRC , and executive financial consultant with Gaudet Group Private Wealth , has always...
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NATALIE NOBLE
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