Benoit Duchesne
Senior Investment Advisor
A graduate of The University of Ottawa, Ben followed his passion for helping others make informed choices with their savings. A planner by nature, he is particularly interested in leading clients to an economically comfortable retirement.
Outside of being a devoted student of the capital markets, Ben is curious, enjoys learning on a variety of topics and has a deep appreciation of history.
Born and raised in Timmins Ontario, Ben is fluently bilingual. He resides in Kanata with his wife and three children.
"The financial landscape is increasingly overwhelming for busy individuals and families. I derive great satisfaction from helping clients develop financial plans and portfolios all aimed at preserving their lifestyle throughout their retirement years. This is a consistent reminder that I chose the right career path."
Chris Sullivan, FCSI, FMA
Senior Investment Advisor
Chris Sullivan is a 26 year veteran of the financial services sector. He is a fellow of the Canadian Securities Industry and a Financial Management Advisor who specializes in Risk Management, Wealth Preservation and Wealth Creation.
Chris's primary objective is to help others live better by addressing their financial concerns and in helping them to feel confident about their financial future. He serves as an objective sounding board to his clients so that they can make informed financial decisions.
Formerly a District Vice-President with one of the world's leading asset management companies, Chris is able to provide his clients with unique insight into the financial services industry. He understands the processes of successful portfolio management teams. This knowledge, coupled with Chris' training and experience, allows his clients to feel confident about the choices they make.
Julie Ross
Client Associate
Julie has spent 26 years in client service industries. She once served her clients as a Travel Agent and has now contributed 15 years to assisting clients in the financial services industry.
Julie's role is to help ensure that our practice offers clients the best quality service. She is diligent, on task, and always ready to help. Julie is 100% committed to our clients' needs and our practice's purpose.
Born and raised in Kingston, Ontario, Julie now resides in Arnprior with her husband and their 16 year old son.
Benoit Duchesne
A graduate of The University of Ottawa, Ben followed his passion for helping others make informed choices with their savings. A planner by nature, he is particularly interested in leading clients to an economically comfortable retirement.
Outside of being a devoted student of the capital markets, Ben is curious, enjoys learning on a variety of topics and has a deep appreciation of history.
Born and raised in Timmins Ontario, Ben is fluently bilingual. He resides in Kanata with his wife and three children.
"The financial landscape is increasingly overwhelming for busy individuals and families. I derive great satisfaction from helping clients develop financial plans and portfolios all aimed at preserving their lifestyle throughout their retirement years. This is a consistent reminder that I chose the right career path."
Chris Sullivan, FCSI, FMA
Chris Sullivan is a 26 year veteran of the financial services sector. He is a fellow of the Canadian Securities Industry and a Financial Management Advisor who specializes in Risk Management, Wealth Preservation and Wealth Creation.
Chris's primary objective is to help others live better by addressing their financial concerns and in helping them to feel confident about their financial future. He serves as an objective sounding board to his clients so that they can make informed financial decisions.
Formerly a District Vice-President with one of the world's leading asset management companies, Chris is able to provide his clients with unique insight into the financial services industry. He understands the processes of successful portfolio management teams. This knowledge, coupled with Chris' training and experience, allows his clients to feel confident about the choices they make.
Julie Ross
Julie has spent 26 years in client service industries. She once served her clients as a Travel Agent and has now contributed 15 years to assisting clients in the financial services industry.
Julie's role is to help ensure that our practice offers clients the best quality service. She is diligent, on task, and always ready to help. Julie is 100% committed to our clients' needs and our practice's purpose.
Born and raised in Kingston, Ontario, Julie now resides in Arnprior with her husband and their 16 year old son.