About Us

Andrew Noseworthy, B.Comm, CFP, CHS

Andy joined CAPCORP in 1993 after graduating from McGill University with a bachelor of commerce and earned his Certified Financial Planner designation in 2004. Businesses and Individuals looking to enhance and preserve their net worth rely on Andy’s expertise in the areas of tax planning, estate planning and wealth management.  As CEO of CAPCORP, a business owner, and a proud father to Emily, Jack and Amy, he is all too aware of the challenges and added complexity that comes from owning and running a business, managing a busy team of employees while still remaining dedicated to family.  Andy’s passion for helping business owners is fueled by a true appreciation of the entrepreneurial spirit:

“I continue to be fascinated and impressed by all of the ways our clients have figured out a way to make a buck! There is nothing that motivates me more than adding value to the life of an entrepreneur that is working every minute of every day to build a great business.” 

Business owners need advice that crosses tax, legal, Human Resources, insurance and financial in both their corporate and personal lives. Andy prides himself on being that first contact.  His clients have come to rely on the intelligent and straightforward advice that comes not only from his training and experience, but from the collective experience of the business owner clientele he is served for over 25 years.  He delivers wealth and planning solutions that are at the forefront of today’s thinking, while making your life simpler, not more complex. 

Robert Houle, BA (Hons), MPA, CFP, CLU, CH.F.C., RPA

Since 1992, Robert Houle has been a principal of CAPCORP advising clients on the design and funding of employee benefits both group insurance and group retirement plans. Implementing innovative solutions has helped employers control costs while balancing risk with plan participants encouraging them to be better consumers. During his career as a benefits advisor, Robert has been active in the industry where he is a founding member and past chair of The Benefits Alliance Group Inc., Canada's Leading National Alliance of Independent Employee Benefits Advisors. The Benefits Alliance Group is comprised of 28 member firms with more than 175 associates administering over 6,000 group benefit plans with $1.15 billion of group insurance premium and 1,100 group retirement plans with over $2.5 billion in plan assets. In addition, Mr. Houle served as a Director of the Conference for Advanced Life Underwriting where he also chaired the national Employee Benefits Issue Group. Throughout his career, he has been a member in good standing of The Financial Advisors Association of Canada and Advocis.

Robert Houle was very active in politics serving in roles such as city councillor, campaign manager, executive assistant to a Member of Parliament and chief of staff to a federal cabinet minister. Also Mr. Houle spent 13 years on the board of directors of the Royal Ottawa Foundation for Mental Health. Robert has been married to Nora Valantin for 33 years and they have two adult daughters, Andrea and Stephanie who is married to Evan Johnson. He enjoys golf, snowmobiling and travelling.

Mike Hamilton

Mike Hamilton has been a financial advisor and Partner at CAPCORP since 2003.

Mike’s niche is helping small business owners and the medical professional community protect their families and their businesses with insurance solutions. He is passionate about Critical Illness insurance and travels on a National basis speaking on the topic..

In 2003, Mike was initially hired by GWL as a Specialist. He switched gears and joined London Life. A few months later, he joined the family business at Capcorp and has never looked back.

When Mike is not helping his client’s achieve their financial goals and dreams, he enjoys coaching baseball and basketball, doing Lego mosaics and playing board games with his sons London & Easton and his wife Erin.

Graham Young, B.Comm, CFP

Graham Young joined CAPCORP in 2014, managing and directing the employee benefit practice.  With a forward-looking approach to supporting clients, Graham works with the team to ensure advisors are continuously monitoring industry programs and trends and regularly consults in the areas of benefits and HR technology.  As a Certified Financial Planning (CFP), Graham is also uniquely positioned to provide resource and advice to both individuals and organizations. Originally from Canada’s East Coast, Graham can often be found sailing on the Ottawa River, and spends many of his holidays exploring new waters with his family. Graham is also actively involved in the community, as a member of his local hockey association’s Board of Directors and a regular behind the bench for his son’s hockey team. Graham has a Bachelor of Commerce Degree from Saint Mary’s University in Halifax and has been in the insurance and investment industry for over fifteen years.

Matthew Chiang, Hon.B.Sc, CFP

Matthew joined CAPCORP in 2009 after working with one of Canada’s largest financial planning institutions. He is a graduate of the University of Waterloo with a Bachelor of Science (Honours) and earned his Certified Financial Planner (CFP) designation in 2012.

Matthew actively advises a large number of CAPCORP clients comprising a significant portion of the wealth and risk management offering at CAPCORP. He specializes in formulating transparent and easy-to implement financial plans that are robust and fully protected.

“I am a firm believer that everyone should have clarity and control over their financial lives. My mission is to ensure that all my clients understand why they are saving and investing in the first place.”

Local businesses also rely on Matthew’s expertise in the area of employee group health benefits and retirement savings. His forward thinking mentality and cost containment strategies ensure that businesses can maintain an affordable and effective benefits plan in place for their hard working employees.

While Matthew is always available to his clients, he does find time outside of work to enjoy the outdoors with his wife Jessica. On the odd occasion, you may even find him on the golf course working on his game.

Brian Hay, Hon.B.Sc., PFP

Starting in the industry in 2000, Brian joined Capcorp in 2012 and brought his passion and knowledge of investing to the team. His desire to help clients and his extensive investment experience have allowed him to develop strong and lasting relationships with his clients. Brian is known for building the right profile to guide his clients towards retirement and helping them achieve their financial goals.

Brian also supports the Capcorp team by maintaining and refining the group RRSP portfolios. As the Investment Specialist, he develops reports and provides analysis and advice on changes within the different investment lines, including securities and asset allocation.

Brian has completed the Canadian Securities Course, the Professional Financial Planning Course, and is both mutual fund and life insurance licensed. He holds an Honours Science degree from the University of Waterloo. When not traveling, Brian enjoys the cottage, spending time outdoors, and working on his next black belt with martial arts training. Brian is also the founder of Fill the Foyer, an annual event at CAPCORP which began in 2012 and supports the Ottawa Food Bank with food and cash donations.

Alex Sernoskie

Alex completed his BA in Economics, with Honours, at Ryerson University and his MA in Economics at Queen’s University. He first joined Capcorp Financial in 2014 as a summer intern at our Toronto office, Protect Financial, while finishing his studies at Ryerson University.

Alex is our go-to problem solver, he believes that there is a solution for every benefits situation. “Employee benefits can often be seen as a big, complicated thing and I work hard at turning complicated situations into something that is simple and makes sense for our clients.”

Alex is always eager to try new things and that brings him on a journey of having many different activities and hobbies on the go. His favourite activities include cheering on his favourite team Liverpool FC, participating in Jiu-Jitsu classes, both as a teacher and student, and spending quality time with his wife Amelia and their dogs.

Cory Wilson

Cory earned his economics degree from Carleton University in 2018 and is currently on track to earn his CFP (Certified Financial Planner) designation. Cory launched his financial planning career at London Life – Freedom 55 Financial in 2020 before joining Capcorp in April of 2021, where he works very closely with individuals and business owners to help them achieve financial success. In his short career, individuals and businesses have trusted Cory when it comes to wealth management, retirement planning, estate planning, and employee benefits.

Cory makes it his priority to provide his clients a high level of customer service, knowledge and understanding of the financial landscape. A well thought out plan gives people confidence and peace of mind that they are moving in the right direction and will ultimately accomplish their goals. Outside of work, Cory maintains an active lifestyle through sport and gives back to his former minor hockey association as a Coach.

Zacharie Leblanc

Zacharie was top of his class at La Cite Collegiale where he graduated with a diploma in Business Administration, with a focus in Finance. He went on to complete his Bachelor’s in Finance from Telfer School of Business at the University of Ottawa. In working towards his Certified Financial Planner (CFP) designation, Zacharie has successfully completed the Canadian Securities Course (CSC) and Life Licence Qualification Program (LLQP).

Zacharie has held multiple financial positions prior to joining CAPCORP, most recently working as a Financial Analyst with the CRA. Along with his French language skills, Zacharie brings with him extensive knowledge in financial analysis and a strong desire to work with our clients in building long-term relationships and provide the education needed to meet your financial goals.

Zacharie spends his time away from the office playing golf and hockey, sports that have taught him important values, such as integrity, reliability, and accountability. He also enjoys spending time with his family and friends at their cottage in Quebec.

Bob Richer, CFP, CLU, CH.F.C

Bob Richer has been in the life insurance business in Ottawa since 1971, and has been associated with CAPCORP since 1996. He works with professionals and individuals who own their own business – as sole proprietors, partners or shareholders. He enjoys working with these professionals assisting them with their needs in the areas of personal and corporate life insurance, disability insurance, critical illness insurance, succession and estate planning, and retirement planning. He is also very involved in marketing, establishing, and servicing employee benefit plans and retirement plans to both small and large firms. He is Past-President of the Ottawa-Hull CLU Chapter. He is also involved in Charitable Giving.  He served on the Board of The Boys and Girls Club and was involved since its inception in and was a co-chair for one of the major fundraising events for the Club – The Awesome Auction that raised $1,750,000 over its 25 years. He was on the Finance committee for his church and was also the Chair for many years. He is a volunteer and Treasurer of the Ottawa Section of the Mercedes-Benz Club of America and amongst his vehicles owns a 1985 MB 380 SL – a fun two seater convertible!  Music is an important part of his life. He plays the drums - old classic rock tunes and has recently started taking piano lessons. He is an avid golfer and is a member at the Hylands Golf Club in Ottawa.

Jim Hamilton

After holding a number of senior management positions in private industry, Jim realized the need to provide the owners of small businesses the tools to navigate the many taxation and estate planning problems they would face.

Co-founder of CAPCORP in 1981, his passion for honest, reliable and successful financial planning drew many to the firm as lifelong clients with whom Jim is still in touch with today. Jim is proud to have built a team of highly qualified, self-motivated individuals that could provide advice on taxation and estate planning with the same knowledge level and dedication.

Jim is Past-President of the Ottawa Estate Planning Council and a Past-Director of the Life Underwriters Association of Canada (now The Financial Advisors Association of Canada), where he served on their Government Liaison Committee on Taxation. He was an advisor to the founding board of the Community Foundation of Ottawa-Carleton, serving as their advisor on Deferred Giving Programs.

Now retired, and living what he has built and put in place for so many others, Jim remains on the Board of Directors of CAPCORP.