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Rowan-Legg Wealth Management

  • Home
  • About Us
    • Our Team
  • Investing With Us
    • Philosophy & Process
    • Investment planning
    • Our solutions
  • Portfolio Management
    • Core Strategies
    • Market viewpoints
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  • Contact us

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Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-4679
Email Email us
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Welcome to Rowan-Legg Wealth Management

Rowan-Legg Wealth Management has been helping high net worth individuals, charitable institutions and small businesses in Canada since 1996. Our reputation is built on our client-focused investment process, proactive client service and consistent results.

At Rowan-Legg Wealth Management, we offer our clients an array of investment planning strategies and discretionary investment management services. Start a conversation with us today to see how we can help you achieve your long term financial goals.

 
Ross Rowan-Legg

Ross Rowan-Legg, CFA

Senior Wealth Advisor, Senior Portfolio Manager
(613) 783-4679
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Ross.Rowan.Legg@cibc.ca
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For nearly three decades, Ross has been helping affluent families, business owners and professionals build and preserve their wealth by creating custom wealth management and wealth planning strategies.

 

Ross holds the Chartered Financial Analyst (CFA) designation. He earned a Bachelor of Commerce degree from Queen’s University in Kingston.

 

In his free time, Ross enjoys road cycling, mountain biking, alpine skiing and golf. Ross has served as a board member on several charities including the Ottawa Hospital Foundation. He is married with one child.

 
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Philosophy and Process

Learn about our philosophy and process

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Core Strategies

How we build our portfolios.

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Monthly Report

Rowan-Legg Wealth Management produces a monthly reference report for clients and friends. These reports address current capital market events, investment education and theory, and new strategy ideas. If you are interested in receiving these reports, please subscribe here:

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Contact us

Address

Rowan-Legg Wealth Management Address
150 Elgin Street
Suite 2100
Ottawa, ON K2P 1L4
Telephone number: (613) 783-4679
Toll-free: 1 (800) 267-9345
Fax: (613) 239-2917
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.