Local Ottawa Presence
Global Reach

Providing knowledgeable, unbiased advice

What We Believe

Through our core values of trust, transparency and professionalism, we are committed to enriching the lives of our clients by delivering superior investment services. We put our clients at the heart of our business, developing and maintaining long-standing relationships based on our values. We respect diversity, value generosity and maintain a fiduciary responsibility to all investors.

“The CrossPoint Financial Way”

Professional wealth planning for individuals, families, corporations, institutions and foundations.

We are research-based and cognizant of the risk of human behavior and psychology that can interfere with intelligent investment decisions.

We strive to add significant value to returns after fees and taxes.  To that end, we believe in fair and visible costs. Under our Managed program, our fees are independent of product and asset class, therefore creating an unbiased structure for trades to be executed. There are no trade commissions or embedded costs under this program, so trading activity itself doesn’t pay us. We are therefore fully aligned with our client’s objectives – a “go anywhere” model that strives to increase value.

We are value investors at heart, striving to find the reason why we own an investment and what the catalyst will be for growth in value. We look for good companies that are growing and are priced at reasonable valuations. We believe these elements will deliver the best results over time; results we can understand and make sense of. This allows us to stay invested with confidence, despite volatility, over the long run.

We balance this with recognizing that active management can be expensive and introduces greater risk of manager under-performance. As such we use low-cost passive indexing as core holdings.  Overall, we believe that long term holdings in quality businesses removes a lot of the risk to investing.

Meet the Team

Brent Vandermeer

Portfolio Manager

Gary Renaud

Portfolio Manager

Erin Gendron

Investment Advisor & Financial Planner

James Gilbert

Associate Investment Advisor

Lindsay Thom

Head of Operations and Client Experience
Associate Investment Advisor

Sandra Perez

Sandra Perez

Client Service Manager, Licensed Assistant

Zarian Khan

Zarian Khan

Senior Client Administrator, Licensed Assistant

Margaret Goddard

Senior Client Administrator & Receptionist

Sandra Perez

Kira Hillier

Senior Client Administrator

Maggie Sharkey

Senior Client Administrator

Zarian Khan

Dan Shultz

Senior Client Administrator

Trevor Anzai

Trevor Anzai

Senior Client Administrator

Our External Professionals

Insurance Specialist

Larry Burns – PPI

Larry Burns has been our go-to insurance expert for many years. Dealing with complex, high net worth clients, Larry specializes in the services of Life , Disability, Critical Illness and Long Term Care Insurance as well as Estate Planning. Larry meets with clients in our office when required.

Legal Specialist

McNamara Law Services

Erin McNamara of McNamara Law Services is our partner for estate planning legal matters. She understands the importance of engaging with clients in the estate planning process, whether their estates are straightforward or very complex. She has been assisting our clients since 2017.

Tax Specialist

Ernst & Company / Converge Financial Inc.

Steve, Sharon and their team of Converge Financial Inc. specialize in personal tax returns, corporate tax and estate tax. Integrating into our office, they provide seamless accounting service for our clients. We have been working with this professional team for over 10 years.

The above referenced external professionals are independent and unrelated to iA Private Wealth, a division of Industrial Alliance Securities Inc. Only securities related products and services are offered through Industrial Alliance Securities Inc., and are covered by the Canadian Investor Protection Fund. Please contact our office if you require further clarification.

Our Investment Dealer

As independent business owners, our advisors are fully invested in you. We know what it takes to be an entrepreneur and will work with you to create a plan that fits your unique business needs and goals. A member of iA Financial Group’s wealth management division, iA Private Wealth is one of Canada’s premier financial advisory networks with over 700 advisors across the country. With a focus on providing investment and financial strategies, iA Private Wealth offers individuals, families, and businesses fully integrated wealth solutions.

Ready to Connect Your Present to Your Future?