MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker cover
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MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker

MDL Financial Group: Ottawa's trusted, bilingual partner for financial planning and insurance.

5(5 reviews)
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About

MDL Financial Group offers comprehensive financial planning and insurance brokerage in Ottawa. The firm earns praise for a hands-on approach, clear, regular updates, and personable service. Clients report feeling secure, valued, and understood as they map out investment plans and future goals with trusted advisers such as Gabriel and Ruth. Bilingual support enhances accessibility for Ottawa clients seeking informed guidance.

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Location

78 George St Suite 204M, Ottawa, ON K1N 5X4, Canada

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Services

Financial Planning

Personalized financial strategies including retirement, investment, and goal-based planning from Certified Financial Planners (CFP).

Insurance Brokerage

Comprehensive insurance solutions for life, health, and property to protect your assets and family.

Investment Advisory

Expert guidance on investment portfolios and asset management tailored to your risk tolerance and objectives.

Retirement Planning

Customized plans to secure your financial future and ensure a comfortable retirement.

Bilingual Financial Services

Professional advice available in both English and French to serve Ottawa's diverse community.

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