Roy Anderson

CFP®, MBA

For over 30 years Roy has been an entrepreneur. In 1987, shortly after receiving his MBA, Roy entered the financial service industry. He took the Canadian Securities Course and spent a year on Bay Street working with a specialty brokerage firm marketing tax-driven corporate investments. Roy moved to Ottawa in 1988 where he began to establish himself in the business and investment community. In 1996, Roy retooled his practice to focus exclusively on providing a framework that helps affluent families navigate through investment decisions and major life events. To fully service his clients, Roy works with a network of accounting, legal and other financial professionals.

Roy can be reached at (613) 569-7020 Ext. 5.
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