Our Team


Marc Lamontagne, CFP, CIM - Portfolio Manager

Marc is a graduate of Carleton University, and a member of the SONA Wealth Counsel Inc. investment committee. With 30 years’ experience in the financial services industry, Marc has a broad range of knowledge and experience in the world of personal finance.

He specializes in comprehensive financial planning, investment advisory services, and tax planning. His background in the financial services industry provides him with a unique understanding of the complexity of comprehensive wealth management.

Marc has a history of staying in the forefront of the financial planning industry trends, transitioning to fee-for-advice in 1996. In addition, Marc is past-president of the Ottawa chapter of the Canadian Association of Financial Planners (now called Advocis), and has served on the faculty of the Canadian Academy of Senior Advisors as well as on the Advisor’s Edge Report advisory board. He is a CFP® Brand Ambassador. In 2012 Marc was awarded the Fellow of FPSC™ distinction.

As a recognized financial expert, Marc has been quoted extensively in the media, including The Globe and Mail, National Post, CBC, Ottawa Citizen, Toronto Star, and MoneySense magazine. Also an accomplished speaker, Marc has delivered numerous seminars and workshops across Canada.

In his leisure time Marc volunteers with Ottawa Salus Corporation, which provides housing and support services to people with mental health problems, and stays active with regular visits to the gym, running, yoga, and tennis.

Contact Marc


602-1565 Carling Avenue, Ottawa, ON K1Z 8R1, CA

Direct Line: (613) 596-3353 ext. 108