Adrian Montoya

 Adrian Montoya, BCom

Investment Advisor

Adrian has been working with families and business owners in the Ottawa region for the past 10 years, helping them plan for retirement and achieve their financial goals.  He is fluent in Spanish, has completed the Wealth Management Essentials (WME) course from the Canadian Securities Institute and earned an Honours BCom degree from University of Ottawa.

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Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund.