The Blostein-Beumer Investment Group

The Blostein-Beumer Investment Group is one of Ottawa's high net worth advisory team of choice. We offer comprehensive wealth management, financial and estate planning to affluent individuals, families and corporations. With more than 30 years of combined expertise, Stacey Beumer and Matthew Blostein excel at helping families achieve their financial goals through rigid and prudent portfolio management, retirement planning, estate preservation and charitable giving.

The Blostein-Beumer Investment Group takes pride in being a committed, dynamic and hands on team. The combination of knowledge and passion they offer makes for a phenomenal client experience, one that is unique when comparing it to others in the financial services industry.

Every element is designed to support your goals

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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meet our team

Stacey H. Beumer, CFA

Senior Wealth Advisor
Portfolio Manager

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Matthew Blostein, CPA, CA, CIM

Wealth Advisor
Associate Portfolio Manager

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Danika Edirisinghe, CIM®

Client Associate

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Justine Johnston

Client Associate

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Heather Bradley

Client Associate

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Address

The Blostein-Beumer Investment Group Address

150 Elgin Street

Suite 2100

Ottawa, ON K2P 1L4

Telephone number: (613) 783-7888

Toll-free: 1 (800) 267-9345

Fax: (613) 239-2917

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