Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

The comprehensive services offered by family offices have traditionally only been available to high-net-worth individuals. But today’s guest, Marc Lamontagne, was determined to offer full-service fee-based financial planning to the emerging affluent ‒ folks who may not be millionaires yet but who have some investable assets built up. In this episode, you’ll hear how he built an accessible yet profitable family office practice into Ottawa's largest fee-based financial planning firm. Marc is a founding partner of Ryan Lamontagne Inc. He specializes in comprehensive financial planning, investment counseling, and tax planning. Marc has also delivered numerous seminars and workshops across Canada. He’s a recognized expert in the field and has appeared in publications such as the Globe & Mail, the Financial Post, CBC, Ottawa Citizen, Toronto Star, CTV Morning Live, and MoneySense magazine. Listen in to hear why he wanted to offer a comprehensive financial planning service that even includes ta