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Join date: Apr 10, 2024
Posts (3)
Jul 2, 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 order...
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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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