Adrian Montoya

Adrian Montoya, BCom

Investment Advisor

Adrian helps every member to understand where they are today and where they're headed, and to feel confident that they have a financial plan to see them through life's ups and downs, while achieving their long-term goals. He believes that open dialogue is essential for building a clear, comprehensive plan to grow your wealth and manage risk. He will implement a well-diversified and customized investment portfolio designed to grow your net worth while safeguarding your assets.

Adrian has been working with families and business owners in the Ottawa region for the past 14 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 the 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.  Financial planning services are available only from Qtrade Advisor Investment Advisors who hold financial planning accreditation from applicable regulatory authorities.