Meet Our Team

Michael Connelly - CFP, BA

Certified Financial Planner

Since joining the financial services industry in 1999, Michael has worked diligently on educating himself on all aspects of financial planning and investment counseling. Through his network of investment specialists, senior financial planners, accountants, tax and estate lawyers, Michael has acquired a wealth of experience. His areas of expertise are investment counseling and helping business owners, professionals and Canadian families reduce the amount of tax they pay. Michael’s implementation of tax reduction strategies and his knowledge of tax shelters compliment many of the existing strategies being employed by accountants and other tax specialists.

Michael can be reached at (613) 569-7020 Ext. 6

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