Montgomery Ouimet Wealth Management of RBC Dominion Securities
Wealth management in Ottawa for business owners and professionals
Ottawa wealth management for owners and professionals—clarity, coordination, confidence
Led by Brian Montgomery, CIM, and Chris Ouimet, CFA & CFP, our team combines 50+ years of wealth management expertise with a personable, process-driven approach. We listen, clarify your financial picture, and collaborate with your advisors to ensure every strategy aligns with your goals. Backed by RBC Dominion Securities, we deliver tailored solutions across investment management, retirement planning, tax/estate strategies, business succession, risk management, and multigenerational wealth—all designed to fit your real-life values, timeline, and risk tolerance.
You're building something. Let's make sure your money keeps up.
We work with business owners, builders, and doers. Let's talk about what's next.
CFA/CFP/CIM-led advisors with 50+ combined years guiding complex wealth in Ottawa
Our team combines rigorous portfolio management with holistic planning. We organize your full picture, coordinate with your accountant and lawyer, and translate complexity into clear, practical steps—at a cadence that fits how you like to decide.
A disciplined, personal approach that brings order to complex finances
We start simple, build momentum, and add sophistication as needed. Expect clear organization, proactive check-ins, and evidence-based advice—all coordinated with your other advisors so tax, legal, and investment decisions align.
Investment & Retirement Strategies
Investment Management: Custom portfolios with tax-efficient rebalancing and diversification.
Retirement Planning: Scenario modeling for RRSP/RRIF, pension integration, and dynamic income plans.
Cash Flow Solutions: Liquidity management via operating lines, investment loans, and stress-tested withdrawals.
Tax, Estate & Business Planning
Tax Coordination: Tax-efficient structures for accounts, withdrawals, and compensation (personal/corporate).
Estate Strategies: Legacy clarity via trusts, beneficiary alignment, and charitable planning.
Business Succession: Early valuations, governance, and post-sale integration with personal finances.
Executive & Risk Management
Compensation Optimization: RSU, option, and ESPP strategies linked to retirement and tax goals.
Risk Mitigation: Insurance assessments (personal/corporate) to protect against wealth erosion.
Philanthropy & Multigenerational Wealth
Giving Strategies: Donor-advised funds and foundations designed around your values.
Intergenerational Planning: Family mission statements, education funding, and wealth continuity.
Client-Centric Process & Expertise
Financial Organization: Consolidated account views, cash flow mapping, and action item clarity.
Accountability: Milestone tracking (e.g., retirement targets) and proactive reviews.
Evidence-Based Advice: Data-driven, risk-managed decisions led by CFA/CFP/CIM experts.
Collaborative Partnership: Quarterbacking with accountants/lawyers for unified investment, tax, and legal strategies.
Complexity Navigation: Proven expertise in corporate restructures, holding companies, and public sector pensions.
Our Community
Rockcliffe Hosers
Brian Montgomery dedicated 16 years (2001–2017) as volunteer Coordinator of the Rockcliffe Rinks, rallying 140 neighbours—the Rockcliffe Hosers—to flood and maintain community skating rinks. He then championed a grassroots initiative to build a new sports pad and fieldhouse, uniting residents, governments, and private donors to complete the project by December 2018. Beyond this, Brian contributed to the Ashbury College Foundation’s finance committee and served as Vice Chair of the Friends of the Village of Rockcliffe Park Foundation, reinforcing his commitment to community stewardship and development.
Hope for Youth - Uganda
Five years ago Brian and his siblings each committed to sponsor a young Ugandan girl through high school.
Hope for Youth – Uganda is a registered NGO providing Humanitarian support and Social Services to deprived youth via Education, Health and self-help projects that enhance socio-economic emancipation.
Brian sponsored Fatuma, who has now moved on to the candidate class where she will be writing her “O” Level national exams in November.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.