With 12 years of financial services industry experience in Ottawa, Ryan specializes in managing wealth for professionals, business owners, government employees, retirees, trusts and corporations.
Ryan’s areas of expertise include planning around Estates, Retirement, Tax Efficiency, Business Succession and Investment. Through goal-oriented planning, Ryan’s aim is to simplify, personalize and customize financial planning for his clients.
Collaboration is the key component to Ryan’s process. This includes engaging partners, analysts, portfolio managers and industry experts in order to build personalized plans for his clients.