Workshop leader

Marc Lamontagne, CFP, R.F.P., FMA

Marc is the founder of To Fee or Not to Fee, author of To Fee or Not to Fee II - How to design a fee financial advisory firm, and a partner in Ottawa's largest fee-based and fee-for-service financial planning firm - Ryan Lamontagne Inc. With over 20 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 is a member of the Ryan Lamontagne Inc. investment committee.

He also has a history of staying in the forefront of financial planning industry trends, transitioning to fee-for-advice in 1996. In addition, Marc is a past-President of the Ottawa chapter of the Canadian Association of Financial Planners (now called Advocis), a former faculty member of the Canadian Academy of Senior Advisors, a former Advisor's Edge Report advisory board member, and a CFP® Brand Ambassador.

He published his first book in 2005 and has written articles for AdvisorAnalyst, Advisor's Edge, Advisor.ca, The WealthNet, The Knowledge Bureau, and Statistics Canada.

Marc's broad range of expertise and engaging style make him a prolific writer, an entertaining speaker, and a dependable provider of valuable presentations from a one-hour keynote to a multiple-day workshop.

End of Commissions Panel

-FPSC Vision 2020 Symposium, October 2010