About Russell
Born, raised and educated in Ottawa, Russell has a strong connection to the city. With 30 years of financial services industry experience, he has been witness to virtually every major market scenario possible - Bre-Ex Gold market manipulation, Tech Meltdown of 2001, 9/11 Market Crisis, Gulf War(s), Financial Crisis of 2008, US Bond Crisis, COVID Crisis and Russia/Ukraine war - to name a few.
As a Financial Advisor this lengthy experience and tenure allow Russell to give prudent and measured guidance providing holistic investment planning.
SERVICES & STRATEGIES
MISSION STATEMENT: Through active advice, comprehensive personal wealth management and an always-on approach to nurturing client relationships, we help our clients explore every opportunity to get the most from life – today and into their future.
Working with one of Canada’s foremost independent investment dealers, our expansive product offering provides clients with choices tailored to fit their financial goals and advanced investment needs.
Products and services include:
- Financial Planning
- Banking and mortgage products (on referral basis)
- Fee-based wrap programs
- Monthly investment plans
- Mutual funds
- Stocks & bonds
- GIC’s
- Online client access
- Registered products
- Self-directed plans
- Life and Disability Insurance
Mutual funds available through IPC Securities Corporation
Professional designations
CFP®
Certified Financial Planner
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own.
CIM®
Chartered Investment Manager
The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio.
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Chartered Investment Manager
The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio.
When you earn the CIM®, you become an investment advisor qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.
FCSI®
Fellow of the Canadian Securities Institute
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
RRC®
Registered Retirement Consultant
The Registered Retirement Consultant Designation program was established in 2009 to provide the candidate with an advanced understanding of financial planning concepts and strategies with a specialization in retirement and estate planning. The program contains technical knowledge to enabling financial planners to speak to clients with confidence and competence.
