Fabien Ouellette FCSI, CIM, FDS
Branch Manager, Senior Financial Advisor

Fabien brings over 18 years of investment experience to assist his clients in achieving their financial goals and objectives. In addition to his asset management skills, he specializes in financial and retirement planning. Fabien is a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI) and a Financial Divorce Specialist (FDS).  He is also an active member of the Investment Management Consultants Association (IMCA) and the Market Tecknicians Association (MTA).

Following a successful 10-year career in the Canadian military, Fabien underwent an extensive course of study in financial planning before joining CIBC Wood Gundy and predecessor Firms (Midland Walwyn & Merrill Lynch).  He was then hired as the Branch Manager of the Ottawa office of HSBC Securities before joining yourCFO Advisory Group in 2006 as Senior Financial Advisor and Branch Manager in Ottawa's Kanata region.  Since 1995, Fabien has been a sought after public speaker to corporations and Government departments including the Senate, Foreign Affairs, Public Works, National Research Council, RCMP, Pfizer Canada, University of Ottawa and others. He's been a guest speaker on radio shows such as Experts on Call and has written investment and financial planning articles for various publications.

Fluently bilingual and originally from Montreal, Fabien has lived with his wife Jane in the Ottawa region for over 26 years.

Simon Garner
Insurance Advisor

Alongside Fabien, Simon provides comprehensive insurance and estate planning solutions for families and business clients.  Simon started his Financial Services career in the UK in 1991 with the British Banking Institution now known as LloydsTSB.  Simon maintains an active membership with the Financial Advisors Association of Canada (ADVOCIS).

Once a top agent with State Farm in Canada, he recently joined yourCFO Wealth Management to take advantage of the greater depth of products and services available within yourCFO's independent structure.  He believes that a team-based approach with “best in class” experts drawn from several specialized disciplines is the most effective approach to correctly identifying and solving clients’ needs.

When not at work, Simon spends most of his spare time with his two children, Jennifer and Daniel and he is an avid automotive enthusiast.

Tammy Burton
Service Assistant

Tammy has over 15 years of experience in the field of executive assistance, including all aspects of office administration serving a wide variety of individuals including CEO's, Vice-Presidents, accountants, financial advisors and other executives. 

Her responsibilities include providing all administrative services to clients.  Tammy coordinates all operational needs for Fabien and the branch. Every day she goes through a series of checklists to ensure that all computer records are accurately updated, any letters we need sent, are in fact sent, and any reports we require are printed promptly.  She also manages Fabien’s calendar of appointments.