Find a Fee-Based or Fee-Only Financial Planner in Ottawa
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Gabriel Lalonde
CFP®, CLU, CFEI, BA
MDL Financial Group
I highly recommend MDL Financial Group if you are looking for a financial advisor.
Gabriel and Ruth provide next level service, professional, listen to your needs, knowledgeable about investment plans, help you plan for your future, and are always available.
I am extremely pleased with their level of expertise and service they have provided me.
Thank you so much Gabriel and Ruth!
Deena Deachman
Alex Hadjisophocleous
CFP®, CFA, MBA
Forest Financial Planning
Needed help with some financial planning for my parents and Alex was extremely helpful.
He took his time to listen are learn about our situation and was able give us a good idea of what we can do with various options that covered several scenarios.
He was easy to talk to, explained everything he proposed and thoroughly answered all our questions.
I liked that we could do a online chat which is really convenient.
I would highly recommend Alex if you have some financial planning questions.
Kevin mOrin
Shawn Todd
CFP®
Ecivda Financial Planning Boutique
My husband and I have been with Ecivda for over 20 years.
Brian guided us through our working years and we are now working with Shawn to keep us on track during our retirement.
We have met Jackie, Stephanie and Natalie. Their work is very professionally done and answer questions and requests in a timely manner.
We are very pleased to know our investments are in good hands and are happy with our results.
We would highly recommend Ecivda.
Cheryl Graham
Jack McAuley
CFP®, BA, CLU, CH.F.C.
McAuley Financial Services
We have been McAuley Financial services since 2005.
We have had nothing but a great experience working with them.
Attention to detail, a very personal approach in regards to ensuring that we fully understand how we are financially planning.
We would have no hesitation in recommending Angela, Jack and the team!
Marcus Scheidegger
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