WISE WORDS

"There is no use whatever trying to help people who do not help themselves. You cannot push anyone up a ladder unless he is willing to climb himself."

Andrew Carnegie,
Industrialist, Businessman and widely respected philanthropist

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About us

The IIS/IIS Team

John RedsellJohn Redsell, founder of IIS, Independent Investment Solutions, began his financial planning career in 1987. Over the years, he has successfully navigated his company through market changes and volatility. Built on his tenacious leadership, Independent Investment Solutions continues to grow and expand on its success. John’s experience and strong background in tax and accounting make him indispensable as our investment specialist.
  • Canadian Securities Course 1987 (CSC)
  • Certified Investment Manger 1995 (CIM)
  • Branch Managers Designation 1997 (BMD)
John Redsell, CIM
Investment Advisor
john@iisottawa.ca

Favorite quote:
“It is better to be roughly right than precisely wrong.” John Maynard Keynes

George Marsh

George Marsh, Investment Advisor and Insurance Specialist, joined IIS in 2006 after several years in the financial services industry. He began his career at the TD Bank in 2000. George worked his way up the ladder from part-time teller to a regional sales manager overseeing insurance training for almost one hundred bank branches. He is a Carleton University graduate with a Bachelor of Economics and a Minor in Business.

  • Canadian Securities Course (CSC) 2001
  • Financial Management Advisor (FMA) 2003
  • Certified Financial Planner (CFP) 2004
  • Branch Compliance Officer (BCO) 2005
  • Canadian Insurance Course (CIC) 2006

George Marsh, CFP, FMA
Investment Advisor and Insurance Specialist
george@iisottawa.ca

Favorite quote:
“The Constitution only gives people the right to pursue happiness. You have to catch it yourself.” Benjamin Franklin

Jean-Francois Lafrance

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Jean-François Lafrance, Investment Advisor and Insurance Specialist, joined IIS in 2009 after having worked in both the financial services industry and as a staff accountant for an international accounting firm. Jean-François started his career with TD Bank in 2000 and progressed through the ranks to become a Financial Advisor. He then decided to add an accounting background to his resume and is presently studying to complete his Bachelor's in Accounting Sciences and brings several years of tax and financial advisory services experience to the team.

  • Investment Funds in Canada Course (IFIC) 2003
  • Canadian Securities Course (CSC) 2004
  • Professional Financial Planning Course (PFPC) 2005
  • Canadian Insurance Course (CIC) 2006

Jean-François Lafrance
Investment Advisor and Insurance Specialist
jlafrance@iisottawa.ca

Favorite quote:
"Someone's sitting in the shade today because someone planted a tree a long time ago." Warren Buffett

Matthew Valenti

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Matthew Valenti, Investment Advisor and Insurance/Planning Specialist, joined IIS in 2010 after beginning his financial services career as a Financial Advisor with Independent Planning Group in early 2003. Utilizing a big picture approach Matthew’s specific area of focus is the developing of a Retirement Income Plan for those approaching or already within retirement that will help to maximize the life of their retirement income, minimizes taxes paid and help preserve government issued benefits & credits. Matthew enjoys spending his free time with his wife Christine, son Anthony and daughter Gabriella, at their home in Kanata.

  • Investment Funds Institute of Canada (IFIC) 2003
  • Life License Qualification Program (LLQP) 2005
  • Elder Planning Counselor (EPC) 2006

Matthew Valenti
Investment Advisor and Insurance & Planning Specialist
mvalenti@teamipg.com

Favorite quote:
"What counts can't always be counted; what can be counted doesn't always count." Albert Einstein

Affiliations

Who is IPG? Independent Planning Group Inc. (IPG), a mutual fund dealer, has more than 20 offices (including IIS) and manages more than $2.3 billion in assets for its clients. Founded in 1990, IPG is a fully independent financial-planning company that serves clients right across Canada.

Brigata Capital Management Inc. (Brigata Mutual Funds) offers clients a very competitive fee structure that means more of their money is invested in the fund of their choice. The potential for higher returns is greater and we work with your advisor to help you achieve your financial goals.

Designations