Who We Are
About KenMar
Started by industry veterans and partners, Ken Guarisco and Marci Perreault, KenMar is proud to be one of Ottawa’s boutique financial services, wealth management, insurance, and estate planning firms. With over 50 years of experience, a tight-knit group of supporting staff, and growing roster of knowledgable external professionals, we’re here to help you handle anything life throws your way
So if you’re looking for increased stability and clarity in these challenging times, choose KenMar. Because everyone deserves to sleep well at night knowing their future is in good hands.
Our Approach
Sincere
We endeavour to create sincere, genuine relationships with our clients. This not only improves our work, but creates an additional layer of shared trust and comfort that our larger competitors just can’t match.
Sensible
We’ve been in this industry for over 50 years. You don’t last that long without a clear track record of sensible, intelligent financial planning and management that delivers results.
Straightforward
We’re not interested in fluff or being overly verbose. We know what we’re doing, and we’ll help you reach your goals in a clear, easy-to-understand manner.
The KenMar Difference
Our Team
Ken Guarisco | CFP®
Certified Financial Planner
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Ken brings 35+ years of financial planning experience with wide and extensive knowledge in the industry.
As captain of the University of Ottawa’s 1975 National Championship team, he has continued to demonstrate leadership in both the football and business communities, developing many cherished relationships. Discipline, resilience and a strong work ethic are instilled in him and diligently applied daily.
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Marci Perreault | FLMI, CHS, CFP®
Certified Financial Planner
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Marci has been in the financial services field for over 30 years helping clients make the best decisions possible when it comes to protecting their families and businesses. Her experience has only deepened her belief that each individual needs a unique plan, one that is tailored to their personal situation.
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Justin Gagnon
Investment Fund Advisor
Life and Health Insurance Advisor
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Justin is a graduate of the University of Ottawa and before joining KenMar in 2022, he began his career with the Desjardins Financial Security Independent Network in 2016. As a firm believer in continuing education, he is currently pursuing the Certified Financial Planner (CFP®) designation.
Justin takes enormous pride in helping others succeed, and is deeply committed to building and sustaining a balanced work-life philosophy. When not working at the office, Justin enjoys playing hockey or golf as a long-standing member at Rideau View Golf Club.
Justin is licensed to practice in the province of Ontario and Quebec.
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Amy Archambault
Executive Assistant
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Amy has over 20 years of serving KenMar clients, making sure the entire process runs smoothly between our team and them.
Miranda Carson
Client Relations Specialist
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Miranda comes to KenMar with over 15 years of experience in the financial services industry.
Dan Slattery | CPA®, CA®
Certified Financial Planner®, Tax Specialist
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Dan is an expert in the specific requirements and tax considerations of advanced estate planning strategies and corporate asset extraction strategies. He began his professional career with KPMG LLP, where he worked as a tax professional from 1988–1996. In 1998 Dan was given the opportunity to become part of the Tax and Estate Planning team at London Life/Great West Life where he stayed until joining KenMar Financial Services in 2017.
Dan graduated from the University of Ottawa with a Bachelor of Commerce (Honours) degree, and then obtained a graduate diploma in public accountancy from McGill.
Our Community
The Glebe: One of Ottawa’s Premiere Neighbourhoods
Our office is located in the north end of The Glebe, one of Ottawa’s most historic and sought after neighbourhood. With its tree-lined streets, historic homes, and thriving commercial district, we’re happy to call it our home. Many of our clients seem to think the same, as we’re only a short walk from their front door.