Linas PilyPaitis, CIM, PFP
Portfolio Manager, Wealth Advisor
Linas spent 21 years as a Naval Officer in the Canadian Armed Forces. During his naval career, he received his Bachelor degree in Maritime Studies (specializing in Economics and Marketing).
Linas coached basketball for many years, ultimately coaching for Basketball Ontario at the Provincial Level, achieving two National Championships with his teams.
He currently supports his community as a member of the West Ottawa Rotary Club and as a member of the Naval Association of Canada.
Bachelor of Maritime Studies, Memorial University, St. John's Newfoundland
Chartered Investment Manager, CIM, Canadian Securities Institute
Canadian Securities Course (Honours), Canadian Securities Institute
Conduct and Practices Handbook (Honours), Canadian Securities Institute
Professional Financial Planning Course (Honours), Canadian Securities Institute
Canadian Insurance Course, Canadian Securities Institute
Associate Portfolio Manager
Since 2005 Ryan has worked in the financial services industry 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.
Associate Investment Advisor
Prior to immigrating to Canada from the United States in the summer of 2014, Derek spent seventeen years in various aspects of the financial services industry, from working with individual clients, to compliance and proprietary trading.
Currently he is active in his community through volinteering as often as he is able at his daughter's school and with her basketball team.
Bachelor of Arts, University of Pittsburgh, Pittsburgh Pennsylvania, United States of America
New Entrants Course, Canadian Securities Institute
Conduct and Practices Handbook, Canadian Securities Institute
Branch Managers Course, Canadian Securities Institute
Limited Representative-Equity Trader Exam (Series 55), FINRA
Registered Options Principal Examination (Series 4), FINRA
General Securities Principal Exam (Series 24), FINRA
Uniform Securities Agent State Law Examination (Series 63), FINRA
General Securities Representative Examination (Series 7), FINRA
Accredited as Qualified Associate Financial Planner