Our Consultants

James Campbell

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James Campbell, CFP, CIM, DMS, FCSI, MBA, CGAP, CIWM

James was born and raised in Halifax, and moved to Ottawa shortly before starting his financial services career with Canada Trust in 1990. James has focused his education and training on risk management solutions integrating advanced investment and insurance strategies. James’ passion for learning extends to educating and he develops training courses and exam question for industry certification courses. James was a part-time finance professor at Algonquin College, his first Alma Mater, for over 10 years. 1n 1998, James earned the Certified Financial Planner (CFP®) designation, Fellowship of CSI (FCSI) in 2000, and a MBA (Financial Services) degree from Dalhousie University in 2008.

James has been an active industry volunteer, and currently serves as Chairman of the Algonquin College Financial Studies Advisory Committee and he is the past President of the Algonquin College Alumni Association and previously served on their board as Treasurer. James is currently the Chairman of the FCSI National Advisory Council, and is the past Chairman of its Ethics Committee. James owns and operates IIS Insurance and Risk Strategies, a firm that specializes in establishing tax driven insurance and wealth protection strategies for affluent individuals.

Michael Horne

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Michael Horne, B.S.c. (Honours), GBA, CHS
Group & Pension Specialist
Meldrum Horne & Associates


Michael has been active in the employee benefits market for over 11 years. Prior to becoming a strategic partner of Dean Trudeau’s. Michael was a benefit consultant with a national life insurance company, and worked as a regional employee benefit manager with a national bank.

He specializes in providing business owners and executives with advice and council on the management of their employee benefit programs and pension plans.

Michael holds the designations of (GBA) Group Benefits Associate as well as (CHS) Certified Health Insurance Specialist.

Michael currently sits on the advisory board for one of the largest insurance companies in Canada is a good standing member of Advocis.  
 

Chad & Patty Southwell

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Chad & Patty Southwell
Mortgage Specialists
The Southwell Mortgage Team


We are Chad and Patty Southwell, an Ottawa based husband and wife mortgage broker team with over 25 years of combined experience. Top notch customer service is our first priority.

Our team offers one stop shopping to over 45 major lenders with a mortgage that is tailored to our customers' needs. We are flexible to our clients' schedules working days, evening and weekends.

Customers satisfaction is our first priority, that means we listen to your needs and carry out your vision. Our team offers the lowest rates possible and matches the customer to the bank.

We offer residential, construction, secondary and commercial financing.

Our business specializes in alternative financing for customers who do not fit the bank underwriting criteria. We work with our customers to assess their needs and secure affordable mortgage refinancing. Through coaching and guidance, we aim to restore each customer to a stronger financial position.