Ross K. Rowan-Legg, CFA
Senior Wealth Advisor, Senior Portfolio Manager
Ross advises affluent investors, corporations and institutions on:
- Asset allocation
- Portfolio risk management
- Discretionary portfolio management
- Estate and retirement planning
This includes the management of equities, fixed income, mutual funds, alternative strategies and insurance related products. Ross manages discretionary portfolios exclusively for his clients. These strategies include dividend-focused Canadian and U.S. equity portfolios, fixed income strategies, and tactical allocation strategies designed to provide more stable growth over time with lower downside.
Ross holds a Bachelor of Commerce from Queen's University and a Chartered Financial Analyst (CFA) designation from the CFA Institute. He has been working in the investment management industry since 1996. He has extensive knowledge in the areas of stock selection, asset allocation, portfolio management and analytics. Ross is a member of both the CFA Institute and the Ottawa Society of Financial Analysts and sits on the finance and investment committee for two major Ottawa-based institutions and on the board of Ski for Kids, a fundraising event for the CHEO Foundation.
Ross K. Rowan-Legg, CFA
Tel:
(613) 783-4679Email:
Ross.Rowan.Legg@cibc.caRoss advises affluent investors, corporations and institutions on:
- Asset allocation
- Portfolio risk management
- Discretionary portfolio management
- Estate and retirement planning
This includes the management of equities, fixed income, mutual funds, alternative strategies and insurance related products. Ross manages discretionary portfolios exclusively for his clients. These strategies include dividend-focused Canadian and U.S. equity portfolios, fixed income strategies, and tactical allocation strategies designed to provide more stable growth over time with lower downside.
Ross holds a Bachelor of Commerce from Queen's University and a Chartered Financial Analyst (CFA) designation from the CFA Institute. He has been working in the investment management industry since 1996. He has extensive knowledge in the areas of stock selection, asset allocation, portfolio management and analytics. Ross is a member of both the CFA Institute and the Ottawa Society of Financial Analysts and sits on the finance and investment committee for two major Ottawa-based institutions and on the board of Ski for Kids, a fundraising event for the CHEO Foundation.
Poppy Rui, MBA, CFA
Tel:
(613) 783-7874Email:
Poppy.Rui@cibc.comPoppy is a results-driven Financial Associate with a wealth of experience and expertise. Armed with an MBA, concentrating on Financial Management from Carleton University, and the Chartered Financial Analyst (CFA) designation from CFA Institute, Poppy brings a unique blend of academic knowledge and practical insights to the team.
She joined Rowan-Legg Wealth Management Team in 2020. Prior to that, she served as a Senior Financial Advisor, assisting numerous clients in achieving their financial objectives.
Poppy is the Program Chair of CFA Ottawa Society, fostering a collaborative environment to promote the growth of local finance professionals. She is bilingual in English and Mandarin.
Susan Fandre
Tel:
(613) 783-6866Email:
Susan.Fandre@cibc.comSusan is a Client Associate with CIBC Wood Gundy and has successfully completed the Canadian Securities Course, Conduct and Practices Handbook, and Wealth Management Essentials.
She provides exceptional client service, treating clients with care and consideration while primarily handling administrative tasks. In her spare time, Susan enjoys spending time with her friends and family, travelling, and watching true crime documentaries.
Ross K. Rowan-Legg, CFA
Senior Wealth Advisor
Senior Portfolio Manager
Ross advises affluent investors, corporations and institutions on:
- Asset allocation
- Portfolio risk management
- Discretionary portfolio management
- Estate and retirement planning
This includes the management of equities, fixed income, mutual funds, alternative strategies and insurance related products. Ross manages discretionary portfolios exclusively for his clients. These strategies include dividend-focused Canadian and U.S. equity portfolios, fixed income strategies, and tactical allocation strategies designed to provide more stable growth over time with lower downside.
Ross holds a Bachelor of Commerce from Queen's University and a Chartered Financial Analyst (CFA) designation from the CFA Institute. He has been working in the investment management industry since 1996. He has extensive knowledge in the areas of stock selection, asset allocation, portfolio management and analytics. Ross is a member of both the CFA Institute and the Ottawa Society of Financial Analysts and sits on the finance and investment committee for two major Ottawa-based institutions and on the board of Ski for Kids, a fundraising event for the CHEO Foundation.
Poppy is a results-driven Financial Associate with a wealth of experience and expertise. Armed with an MBA, concentrating on Financial Management from Carleton University, and the Chartered Financial Analyst (CFA) designation from CFA Institute, Poppy brings a unique blend of academic knowledge and practical insights to the team.
She joined Rowan-Legg Wealth Management Team in 2020. Prior to that, she served as a Senior Financial Advisor, assisting numerous clients in achieving their financial objectives.
Poppy is the Program Chair of CFA Ottawa Society, fostering a collaborative environment to promote the growth of local finance professionals. She is bilingual in English and Mandarin.
Susan is a Client Associate with CIBC Wood Gundy and has successfully completed the Canadian Securities Course, Conduct and Practices Handbook, and Wealth Management Essentials.
She provides exceptional client service, treating clients with care and consideration while primarily handling administrative tasks. In her spare time, Susan enjoys spending time with her friends and family, travelling, and watching true crime documentaries.