David Burnie, MBA, CFP, FCSI
Portfolio Manager
Ryan Lamontagne Inc.

613.596.3352 Ext. 112

dburnie@croftgroup.com

 

As a partner at Ryan Lamontagne Inc, David provides comprehensive discretionary investment
management for affluent individuals and their families, corporations and trusts throughout
Central and Eastern Canada. David has worked with the firm's managing partner Thomas Ryan
since 1996 and joined Ryan Lamontagne Inc in 2000.


Working with a relatively small client base allows David to develop personal relationships with
each of his clients. Those relationships, in turn, provide him with the in-depth understanding of his
clients’ needs, as well as the level of trust required to actively manage their portfolios and make
thoughtful decisions in the face of today’s often overwhelming markets. David is supported by
the strength of the firm's partners and associates and a cadre of individually selected investment
professionals.


His career in financial services began in 1994 and experience has honed David’s ability to
understand client goals and translate them into well-executed investment strategies.
His constant emphasis on client communication ensures that those strategies are continually
refined to reflect changes in client objectives, always preserving the delicate balance unique
to each client between growth and preservation of assets.


David is registered as a Portfolio Manager with the Ontario Securities Commission and in
2013 he was named as a Fellow of the Canadian Securities Institute.  David is the Chair of
the firm’s Investment Review Committee.


An active member within the community, David lends his time and support to the Nepean
Hotspurs Soccer Club where he currently coaches the club's competitive players. When
not spending time with his wonderful wife Andria and three children, David enjoys playing
the game of soccer and playing the drums to his favourite music.