Marc Lamontagne is an Associate Portfolio Manager at R.N. Croft Financial Group Inc.
With 25 years’ experience in the financial services industry, Marc has a broad range of
knowledge and experience in the world of personal finance.
He specializes in comprehensive financial planning, investment counselling, and tax planning.
An accomplished speaker, Marc has delivered numerous seminars and workshops across
Canada. His background in the financial services industry provides him with a unique
understanding of the complexity of comprehensive wealth management.
Marc has a history of staying in the forefront of the financial planning industry trends,
transitioning to fee-for-advice in 1996. In addition, Marc is past-president of the
Ottawa chapter of the Canadian Association of Financial Planners (now called Advocis),
and has served on the faculty of the Canadian Academy of Senior Advisors as well as
on the Advisor’s Edge Report advisory board. He is a CFP® Brand Ambassador.
In 2012 Marc was awarded the Fellow of FPSC™ distinction.
As a recognized financial expert, Marc has been quoted extensively in the media,
including The Globe and Mail, National Post, CBC, Ottawa Citizen, Toronto Star,
CTV Morning Live, and MoneySense magazine.