Find an Advisor

Find an Investment Advisor

Our dedicated team of professionals is here to help contribute to your success, with solutions-oriented experience and expertise for all of your investment needs.

Ottawa West

• Baird McKinnon Group

• Beamish Wealth Advisory

• Berryman & Associates

• Castledine Wealth Advisory Group

• The Cimpello Wealth Advisory Group

• Jodie Harrison, B.Com. PFP® 

• The Hayami Wealth Advisory Team

• Vicki Hersey Wealth Advisory, LinkedIn  

• Kenny Lees Wealth Management, LinkedIn  

• Daniel MacMillan

• McGlade Wealth Group, LinkedIn  

• Joe Montuoro, LinkedIn  

• Morrison Fisher Wealth Advisory, LinkedIn  

• Tamara Petraznyk, LinkedIn  

• The Trevor Shannon Wealth Advisory Group  

• Joshua Wood 

• The Wright Wealth Advisory Group, LinkedIn, Twitter  

• Victor Zhu  

 

Cornwall

• John Cleary, Investment Advisor, LinkedIn  

• Marceau Lalonde Gauthier Wealth Advisory, LinkedIn  

• The Tessier Group, LinkedIn