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Author and Presenter
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Marc
Lamontagne,
CFP, R.F.P., FMA, CSA
Articles
Marc has been quoted in:
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Marc Lamontagne, CFP, R.F.P., FMA, CSA, a partner in the fee-for-service financial planning firm -
Ryan Lamontagne Inc.
With over 18 years 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 counselling, tax planning and has delivered numerous seminars and workshops across Canada and abroad.
His background in the financial professions
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), a faculty member
of the Canadian Academy of Senior Advisors, an
Advisor's Edge Report advisory board member, and
a CFP®
Brand Ambassador.
He
published his first book, To Fee or Not to
Fee - How to design a fee financial advisory
firm in 2005 and has written articles for
Advisor's Edge Report, Advisor.ca, The WealthNet, The Knowledge Bureau,
and Statistics Canada.
A prolific and
entertaining speaker, Marc’s broad range of
expertise means he can provide you with
customised solutions from a one-hour keynote
to a full or multiple-day presentation.
Our financial education experience includes participating in the design and presentation of multiple seminars for major national employers such as the Department of National Defence and Nortel Networks.
We also have extensive experience designing and presenting professional development training to financial advisors through a wide range of organizations such as:
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The Canadian Association of Financial
Planners and its successor organization Advocis;
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The Gogan Group;
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Manulife
Securities;
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Algonquin College;
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The Canadian Academy of Senior Advisors;
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Financial Knowledge Inc.;
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National Review;
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Kingsgate
Securities;
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Portfolio Strategies;
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The Institute
of Advanced Financial Planners;
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GGOF | Guardian Group of Funds.
Click here for a
full
list of services
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What
enterprise clients are saying about Marc
As always, your presentation and professionalism elicited very positive comments from the participants. Examples of some of the views expressed by participants in the “What did you value/enjoy in this workshop” section of the evaluation form includes “The presenter's examples, descriptions, and interaction with the class“ and ”Very knowledgeable instructor”.
Tony Ivanoff, Project Manager, The Gogan Group
Your contribution to the Program was very significant, indeed. At the Canadian Academy of Senior Advisors, we are very aware that our Course is only as good as the Faculty members who present it. Your efforts in helping us maintain the highest standards of teaching are deeply appreciated.
John Crawford, Ph.D., CSA, Principal & Vice-President, Education, Canadian Academy of Senior Advisors
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Please feel free to contact Marc
at (613) 596-3353 ext. 108 or toll free at (800) 304-7180
marc@tofeeornottofee.com
for more information, for professional services,
or to book a speaking engagement.
Click here for a
full
list of services
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