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MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker
MDL Financial Group: Ottawas vertrauter, zweisprachiger Partner für Finanzplanung und Versicherung.
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Insurance
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MDL Financial Group: Ottawas vertrauter, zweisprachiger Partner für Finanzplanung und Versicherung.
MDL Financial Group bietet umfassende Finanzplanung und Versicherungsvermittlung in Ottawa. Das Unternehmen wird für seinen praxisnahen Ansatz, klare, regelmäßige Updates und persönlichen Service gelobt. Kunden berichten, sich sicher, wertgeschätzt und verstanden zu fühlen, während sie zusammen mit vertrauenswürdigen Beratern wie Gabriel und Ruth Anlagepläne und zukünftige Ziele entwickeln. Zweisprachige Unterstützung erhöht die Zugänglichkeit für Ottawa-Kunden, die fundierte Beratung suchen.
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Personalisierte Finanzstrategien, einschließlich Ruhestandsplanung, Investitionen und zielbasierte Planung von CFP-zertifizierten Finanzplanern.
Umfassende Versicherungslösungen für Lebens-, Kranken- und Sachversicherung zum Schutz Ihres Vermögens und Ihrer Familie.
Fachkundige Beratung zu Anlageportfolios und Vermögensverwaltung, zugeschnitten auf Ihre Risikotoleranz und Ihre Ziele.
Individuelle Pläne zur Absicherung Ihrer finanziellen Zukunft und eines komfortablen Ruhestands.
Professionelle Beratung in Englisch und Französisch, um die vielfältige Gemeinschaft Ottawas zu bedienen.
Gesamtbewertung
Kenneth Douglas
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
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
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
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
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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