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McAuley Financial Services

Trusted financial guidance with personalized planning—accessible, no-pressure advice you can rely on.

5(5 reviews)
financial-advising
$$$
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About

McAuley Financial Services in Ottawa provides consultative finance and investment planning. Clients highlight Kimberley Tran's deep investment knowledge, generous guidance, and patient, attentive listening that helps them feel confident in decisions. Kory Knox offers retirement planning and RRSP strategies, with proactive, no-pressure support and regular virtual meetings to stay connected.

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Location

515 Legget Dr Suite 930, Ottawa, ON K2K 3G4, Canada

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Services

Personalized Investment Planning

Tailored strategies to grow your wealth based on your specific financial goals and risk tolerance.

Retirement Planning

Comprehensive plans to secure your retirement, including RRSP management and CPP/OAS optimization.

Wealth Management

Holistic management of your assets, including investment portfolios and real estate proceeds.

Financial Education and Consultation

Patient guidance and education to help you understand financial instruments and make informed decisions.

Virtual Advisory Services

Convenient online meetings and support for clients across Canada, ensuring accessibility and flexibility.

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