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

Name: MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker
Address: 78 George Street, Ottawa, ON, K1N 5X4, CA
Telephone: (613) 416-9649
Price range: $$$
Rating: 5

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

5(5 reviews)

insurance

$$$

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

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Location

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

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Information

78 George Street

Ottawa, ON, K1N 5X4

(613) 416-9649 mdlfinancialgroup.ca/services/financial-planner-ottawa-ontario/

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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.

5.00 · 5 reviews

Overall rating

Kenneth Douglas

via Google

· 10 months ago

I'm writing this review right at the beginning of our journey with MDL. To be blunt, we are not financially literate and were embarrassingly anxious about engaging with a professional. We were looking for open, honest, informed and trustworthy financial advice and we have found it in the shape of Melanie from MDL. For us the relationship is as important as the expertise. For any others is a similar boat (or in any other boat for that matter) we give the highest recommendation.

Deena Deachman

via Google

· 2 years ago

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!

Dennis Croteau

via Google

· 2 years ago

For the last several years we have had exceptional service with MDL Financial Group. Gabriel has given us great advice and he is always very professional in all that he does for us. He is a great asset to MDL. We have also received great service from Ruth whenever we had questions we wanted to get answers for. She has a great personality and so easy to talk to. She conducts herself in a professional manner. Dennis and Carolyn Croteau

Kim Ayotte

via Google

· 4 years ago

I've decided to go with MDL Financial Group for their bilingual services and I'm very happy with my decision. Gabriel is very professional and trustworthy. Right after our initial meeting, I knew I could count on him. He was very quick to come up with a game plan and I always feel like I have options and a say in every decision we make together. I'm looking forward to work with him for the next few years!

Ross Kirwan

via Google

· 5 years ago

As my wife and I were looking for an Ottawa Financial Advisor, we landed on this firm by chance and are we ever happy we did. Coming from the bank where nobody ever kept in touch with us, their hands on approach has been refreshing. They truly take the time to get to know their clients which gives us confidence that not only our financial goals are well understood but also our level of comfort. They provide us with regular updates and have always been available to answer questions or to explain our options. We are happy to say that we now feel a sense of security we never had before transferring out assets from the bank to this company.

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