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Derek King
Nicholas Firman
LauraLee McFall
Jackie Attwood

Address
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
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Derek King

Investment Advisor and Financial Planner

Tel: 613-562-6493
Fax: 613-562-6401
Toll Free: 1-800-230-9775

Email: Derek.King@nbpcd.com

Connect with me on LinkedIn

Derek is the founder of The King Group.  He has been an Investment Advisor for 32 years, 17 of those years have been at BMO Nesbitt Burns.  Prior to that, he spent four years at Carleton University, graduating with a B.A. in Economics in 1985.  He holds designations as a Fellow of the Canadian Securities Institute (F.C.S.I.), a CERTIFIED FINANCIAL PLANNER® and a Certified Investment Manager (CIM).
 
Derek grew up in the west end of Ottawa where he met his wife at Sir Robert Borden High School.  They have 3 grown daughters Courtney, Bailey and Chloe.  In their spare time, Derek and Carole enjoy travelling and cottage life.  Derek is an avid cyclist and occasionally plays golf and hockey.

Nicholas Firman

Investment Advisor and Financial Planner

Tel: 613-562-6473
Fax: 613-562-6401
Toll Free: 1-800-230-9775

Email: Nicholas.Firman@nbpcd.com

Nicholas has been with the King Group since 1998. He has a B.A. in Economics from Carleton University and has his Insurance and Options licenses. Nicholas also co-authored "RRSP and Mutual Fund Basics" with Derek.  He is an Investment Advisor and Financial Planner who manages the investments on a day-to-day basis, as well as creating individualised financial plans for our clients.

Nicholas lives in Ottawa with his girlfriend, he is an avid golfer and international traveler.

Edward Gougeon

Investment Advisor and Fianncial Planner

Tel: 613-562-6445
Fax: 613-562-6401
Toll Free: 1-800-230-9775

Email: Edward.Gougeon@nbpcd.com

Edward has been an Investment Advisor at BMO Nesbitt Burns since 2008. Prior to that, he spent 10 years with Merrill Lynch and Midland Walwyn.  Ed is an Investment Advisor and Financial Planner with a particular focus on High Net Worth Investors and Incorporated Business Owners.  He specializes in tax efficient investment and estate strategies.

Born and raised in Ottawa, Ed and his wife Patricia live in Orleans with their daughter, Madeleine and son, William.  In their spare time, they enjoy sports, hiking and getting away to the campsite.

Lauralee McFall

Sales Assistant

Tel: 613-562-6468
Fax: 613-562-6401
Toll Free: 1-800-230-9775

Email: Lauralee.McFall@nbpcd.com
 

Laura Lee has worked in the financial services industry since 1989 and with Derek since 1991.  Laura Lee specializes in all aspects of client service administration and documentation for the Group.

Laura Lee is married to Shane and they have a teenage daughter.  They enjoy camping every summer.

Jackie Attwood

Sales Assistant

Tel: 613-562-6510
Fax: 613-562-6401
Toll Free: 1-800-230-9775

Email: Jackie.Attwood@nbpcd.com
 

Jackie has worked with The King Group for approximately 18 years. Prior to that, she worked many years at Gifford Associates. Jackie’s main responsibilities include, handling of all appointments in Derek’s calendar, ensuring he is fully prepared for them, as well as client service.

Jackie has lived in Ottawa over 30 years. She is married to Dennis and they have a daughter.  In their spare time, Jackie and Dennis enjoy camping, hiking and travelling.


Our Business Partners

 

Simon Couvrette

Director, Wealth Planning at BMO Wealth Management


Simon advises high net worth families and business owners on sophisticated, innovative
wealth planning solutions, as part of an integrated team of Wealth Consultants, and inhouse
tax and estate specialists. Drawing on his extensive tax consulting expertise, strong analytical acumen and bilingual communication skills, Simon helps clients articulate their unique
wealth objectives, and realize their goals,ultimately providing support and direction to Investment Advisors – and enhancing the client experience.

Alex Gauthier

Senior Private Banker, BMO Private Banking

As a Private Banker, Alex acts as a relationship manager for those clients requiring a high level of expertise and service in managing complex financial affairs. As the benefits of wealth rarely come without complications and challenges he respectfully challenges successful Canadian families to take action on what’s important to drive exceptional outcomes today and through times of transition.

Alex has worked at BMO since 2003 and is qualified to lend both personally and commercially. He joined the team at BMO Private Banking in December 2009 and is responsible for working with high net worth individuals and their families to realize their financial goals.