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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.
Paul Lahey leverages 16 + years in the financial planning industry, and is managing partner at Rowland Lahey Financial. Paul holds a Bachelor of Commerce, Honours, in Finance from the University of Ottawa and is a Certified Financial Planner (CFP).
Paul is a recognized leader in his field, as evidenced by his standing on the CFP President's List (third highest mark in Canada - 2009), and various industry awards including President's Circle (Financial Horizons Top 100 in Canada) in 2017 and 2019, as well as earning the rank of Elite 30 (2018) (Top 30 in Ontario) and 2013 Horizon's Club Top 30 under 5 years in 2013.
Paul supports his clients via extensive knowledge and experience in the areas of insurance, investments and taxation, together with a strong commitment to the highest ethical standards of practice. Paul is committed to enabling his clients' attainment of their financial goals, and prioritizes open and frequent communication and information sharing.
Born and raised in Ottawa, Paul remains settled in this beautiful city. His leisure time is spent in the company of family and friends, at the arena and on the golf course.
With over 25 years' experience in the industry, Dale brings a wealth of knowledge having worked both as an advisor and in the head offices for a of couple of financial institutions over that time. He graduated from Ottawa University with an Honours degree in Economics and began as an advisor in 1997.
He became a CFP, Certified Financial Planner, in 2001 and continues to focus on broad based holistic planning with clients. After many years of focus on the family market, particularly on estate planning, he has spent the past few years in tax planning for small business owners.
When he's not hanging out with his son, he still plays a lot of ball hockey and pretends to golf well.
Mary began her career in the financial planning industry after earning a Bachelor of Economics from Carleton University. Mary joined the firm on a full-time basis as an Investment Associate in June 2020. She is presently working as an Investment Associate under Paul and Mike's direction.
Mary is proficient in all aspects of financial planning, including insurance, investments, and taxation. Mary's passion for helping people grow their wealth, her steadfast work ethic and proven time management skills have enabled her to accelerate her career with Rowland Lahey Financial as an Investment Associate.
Mary is looking forward to sharing her knowledge and passion for wealth management with her current network and creating new connections within the community. Outside of the office, Mary enjoys spending time with friends, family, and tequila on the water. Mary can often be found strolling down Wellington with her dog, Laika.
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.
Katrina Holowach is our new Financial Advisor Assistant under Paul Lahey and Mike Rowland's direction.
She has a degree in Communications from the University of Ottawa and a diploma in Public Relations from Algonquin College. She has a passion for helping people. Katrina enjoys challenging herself to learn new things.
Outside of work Katrina is an avid reader and dog lover. She enjoys listening to a wide variety of music.