Matt Valenti, EPC
Born and raised in Ottawa, Matthew has been servicing his clients as a Financial Advisor for over 13 years. Matthew maintains a common sense approach when providing financial advice and understands that balancing both long term responsibilities with current needs is the key to success. Having received his Elder Planning Counselor designation in 2006, Matthew has a unique understanding of the challenges Seniors face today and what is most important to them. Matthew resides in Kanata and enjoys spending his free time with his family camping.
|Luc Lafrenière, MEng, CD |
IPC Estate Services Inc.
After a fulfilling and rewarding career in the Canadian Forces, I now help individuals navigate life's financial maze to guide them to a comfortable retirement. We first establish a mutual relationship and understand your goals and dreams (as well as your challenges). We then draw up a comprehensive and realistic financial plan to meet your objectives. Investments, risk management as well as tax and estate aspects are analyzed and reviewed before we act on the plan. I will then be your guide throughout the implementation process as well as a coach and a cheerleader.
|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 |
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.