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McAuley Financial Services
Your trusted partner for personalized financial planning and investment strategies in Ottawa.
5(5 reviews)
Business
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Your trusted partner for personalized financial planning and investment strategies in Ottawa.
McAuley Financial Services is a premier financial advisory firm in Ottawa, dedicated to helping individuals and families achieve their financial goals with expert guidance. Our team of certified professionals, including Kimberley Tran and Kory Knox, offers personalized investment planning, retirement strategies, and wealth management services. We prioritize building long-term relationships based on trust, education, and a client-first approach, ensuring you feel confident and in control of your financial future. Whether you're starting late, planning for retirement, or managing a windfall, we provide compassionate, no-pressure support tailored to your unique needs.
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Tailored strategies to grow your wealth based on your specific financial goals and risk tolerance.
Comprehensive plans to secure your retirement, including RRSP management and CPP/OAS optimization.
Holistic management of your assets, including investment portfolios and real estate proceeds.
Patient guidance and education to help you understand financial instruments and make informed decisions.
Convenient online meetings and support for clients across Canada, ensuring accessibility and flexibility.
I have loved working with Kimberley Tran of McAuley Financial Services over the past year and a half. It took me a while to start working with a financial advisor as I simply did not know where to start or if I could even find anyone I could wholly trust to guide me in my financial decision-making, a person I would feel truly has my best interests at heart. In Kimberley, I have found that and more. Kimberley has deep and extensive knowledge of investment planning, and was able to quickly get me on track. She is beyond generous with her time, thoughtfully educating me on the strategies and instruments that best support my specific financial goals and patiently answering my 101 questions, ensuring that I fully understand any advice or recommended course of action. I particularly appreciate how she closely listens to, and takes seriously, my thoughts and concerns, and candidly addresses them in a way that allows me to make decisions that I feel 100% comfortable with. Working with Kimberley is the best decision I have made as far as my finances are concerned. I am grateful for her expert and kind support in getting a solid handle on my finances, and I unreservedly recommend her to anyone looking to get control of their financial life. Thank you, Kimberley!
I first encountered McAuley Financial and Kory Knox CFP, RIS, when I changed jobs. McAuley Financial is the company they deal with for shared contributions. I was a little late to the investing game but still wanted to take advantage of the 5% shared contribution my company was offering. Kory never made me feel as if it was hardly worth his time. We talked and eventually I moved my RRSP from the bank to McAuley Financial. When I contacted Kory and said I was thinking of retiring at 65, he said let’s book some time to talk and work things out. He was very good with explaining what we should do and if I did not need CPP/OAS wait till I retired and then formed a plan to make the best of it. My company Canadian Head office was in Ottawa as is McAuley Financial, I live and worked out of Halifax. This posed no problems with McAuley Financial as all meetings were held virtually. Kory always sent emails every few months asking how we were doing and if he could help with anything. Dealing with the bank in Nova Scotia we never could talk to the same person, and it always took weeks to find someone to talk to. So, when I decided to retire it was easy to make the decision to stay with McAuley Financial instead of the banks. We also downsized from a house into an apartment and Kory and McAuley Financial had done well with the RRSP’s and treated us well we decided to invest the profits from the sale of the house with McAuley Financial & Kory talked with us came up with a strategy that not needing that money right away he could invest it and in a few years it would be able to give us a good return on investment. Having McAuley Financial and Kory Knox to help me through everything was a 10/10 experience and I have no issue saying that without them and leaving it to the banks we would not have received anything close to the information and help McAuley gave us. I’m positive our investments are in the right hands.
As a young family, we are incredibly grateful for Kimberley's knowledge, expertise, and guidance. From the very beginning, we felt an immediate sense of trust and peace, working with Kimberley. She has helped us navigate financial wellness in an uncertain time. Her calm and caring nature put us at ease, and her professional insight has been invaluable.
The team at McAuley are fantastic. Kevin is knowledgeable, approachable and passionate about his work. He is always available, and frequent to reach out or check in without being intrusive. The admin group is pleasant, quick and great at troubleshooting if you ever have questions or run into problems. I'd highly recommend if you are in need of a financial adviser.
Working with a financial adviser is like having that best friends to talk things through. You need to find someone that you trust, who is willing to listen and who has your back. That is my experience with Kim. The five plus years working with McAuley Financial Services has given me the knowledge to feel comfortable with my finances, a path forward that I am in the driving seat that is directed by sound financial knowledge and compassion for what I want my retirement and present day to look like. They are a no pressure service that I recommend is worth a conversation about your financial situation.
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