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As Certified Financial Planners®, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Mike Rowland possesses a solid background in the financial services which began in 1974 when he achieved a Bachelor of Business Administration with a major in finance from the University of Massachusetts.
He is a Certified Financial Planner and qualified to sell mutual funds in Ontario, Quebec and British Columbia.
Mike has held a seat in the prestigious Million Dollar Round Table organization and has been awarded a place at the President's table at several major financial institutions.
Mike is recognized as a life member of the Elite Thirty with Financial Horizons and their prestigious Diamond Club. Mike has enjoyed twenty-five years experience as a Financial Planner in the city of Ottawa. His expertise in the field and commitment to the highest ethical standards expected from a CFP has contributed to a successful practice.
Mike hopes to spend some leisure time pursuing his love of aviation. In addition he enjoys traveling, skiing, and golfing.
Paul Lahey possesses a Bachelor of Commerce, Honours, in Finance from the University of Ottawa. He has over seven years of experience in the financial planning industry. In 2009, Paul became a Certified Financial Planner and celebrates a prestigious spot on the President’s List for achieving the third highest mark in the country.
Paul has a solid background in taxation gained from experience when employed with the Canada Revenue Agency. He continues to personally prepare tax returns for many satisfied clients.
With a solid background in insurance, investments and taxation, combined with his commitment to practice the highest ethical standards expected of a CFP, Paul can be trusted to advise clients how to accomplish their financial goals.
Born and raised in Ottawa, Paul remains settled in this beautiful city. His leisure time is spent in the company of friends, at the arena, or on the golf course. Paul is proud to be a member of the organizing committee for the annual CHEO golf tournament.
Caroline is the most recent member of RL Financial Services and holds the position of Office Assistant. Caroline joined the company on September 6, 2011, after moving back to Ottawa from Portsmouth, United Kingdom.
Caroline will be in charge of client services and office administration and is looking forward to working with Mike and Paul.
Previous to RL Financial Services, Caroline was employed with IBM, Canada as an Executive Assistant. Her previous employers include the British Government both within the United Kingdom and Ottawa, Canada, combining roles as Executive Support, Office Manager and Finance Administrator.
Although her work mainly focused on administrative and executive support, she holds a diploma in Administrative Management, a Certificate in Resource Management and has held a variety of administrative and support roles.
When she isn't working, Caroline enjoys keeping busy with a variety of activities, including volunteering for a number of musical and theatrical groups, feeling fit, yoga, hiking, music pursuits, and spending time with her friends and family.
Faye's role is to provide marketing support, website maintenance and analytics.
She holds an honours degree from Algonquin College in Television Broadcasting as well as a BFA from Concordia University.
In her spare time, Faye enjoys yoga, movies, volunteering in short films, acting, dancing, and spending time with family and friends.