Advisor Since 1984
I’ll look at your whole financial picture and plan a tailored investment plan along with an insurance solution for your particular situation in life.
I started my career in the fall of 1983. During those years I worked with my clients to help them achieve their personal financial goals.
I began my career in the spring of 2019. I use my knowledge gained from my university degree in finance and economics along with generational information passed down from my grandfather who started the company and my father who currently manages it.
I decided a few years ago to focus my energy on the needs of young families because I have a unique set of knowledge, tools and experience to help you understand your financial picture including mortgages, insurance, investments and taxation.
I can help you with any financial issue you may have in your life – monthly budgeting, education and retirement saving, insurance and tax planning, and most anything in between.
I have been a Mutual Fund Representative since July 1987, prior to that I was in the administrative field in the military for 21 years. I started my new career with Tax Advantages and when they closed their office in Ottawa I moved to Professional Investments. In the early years I did many reti
Business Profile- Mission
Since 1961 the founder of Professional Investments has mentored a group of people who share a common goal of helping clients secure a healthy financial future.
I enjoy helping people plan their financial well being. Typically I meet with new clients, explain to them various types of investment incomes, discuss their short, medium, and long-term goals and objectives, opportunities, financial as well as emotional risk tolerance, and together develop an investment action plan.
As the compliance officer my role is to ensure that our company complies with our outside regulatory and internal policies and bylaws.
For the past 15 years I have been specializing in developing long-term income-planning, risk-management, and investment-portfolio solutions for clients whom of which include: small and large businesses, entrepreneurs, young professionals, those approaching or current in retirement.
Russell became a registered representative with Investor’s Group in 1994 in the same year he was licenced to sell Life Insurance in the Province of Ontario.