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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.
James will complete his Bachelor of Commerce (Honours) in Finance with the Telfer School of Management at the University of Ottawa in the Spring of 2020. James began his career in the financial planning industry with Rowland Lahey Financial three years ago, and is excited to join them on a full time basis upon graduation. He is presently a Financial Advisor, licensed to buy and sell mutual funds, and is in the process of becoming both a Certified Financial Planner and a Licensed Life Insurance broker.
James is proficient in all aspects of financial planning, including insurance, investments and taxation. James' passion for helping people grow their wealth, his steadfast work ethic and proven time management skills have enabled him to accelerate his career with Rowland Lahey Financial as a Financial Advisor.
James looks forward to sharing his knowledge and insights about investing, taxation and insurance with his growing network of relationships. He is deeply committed to understanding and helping clients attain their financial goals.
Born and raised in Ottawa, James remains active in the community. He enjoys staying physically active through his involvement in hockey, golf and tennis. Family and friends are an integral part of James' life.
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.
Terri Stephen is joining the Rowland Lahey team after many years as Manager of Earnscliffe Strategy Group where she was able to assist the founding partners in building and expanding the company into a multi-national organization.
Prior to that experience Terri was Executive Assistant and Office Manager to Near Consultants & Associates and Executive Assistant to Senator Lowell Murray in the Senate of Canada.
Terri has a proven ability to assist senior members of a team with the review and management of client contracts to assure accuracy and overall client satisfaction. Terri is delighted to join the Rowland Lahey team to assist with client servicing and office administration and the creation of a safe, fair, and pleasant work environment where all are committed to the clients' best interests.
Terri completed her Business Studies in Nova Scotia and has since enhanced her skills by completing a number of continuing education programs such as Business Accounting, Payroll Management, Human Resource Management; Event Planning; English Grammar & Creative Writing.
Terri is a strong supporter of the Ottawa Little Theatre, is a member of a Ladies Bowling League, and is a very poor golfer. But most importantly she is a Mother, Grandmother, Sister and Niece and is looking forward to being able to travel again so she can visit her family in the U.S. and beyond.
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.