Our Philosophy

“To give real service you must add something which cannot be bought or measured with money , and that is sincerity and integrity.” – Douglas Adams

 

Your Key to Lifelong Financial Success: Personal Professional Attention


We’re honoured to undertake the serious business of caring for your finances. We know and understand that the business of caring for your finances is a privileged opportunity. In respect of this relationship, we are committed to always having a live receptionist to assist you and we can assure you that every member of our team will be responsive to your personal needs.

Through confidential meetings, your team of advisors (in Ottawa West) get to know your finances and your goals. You get a plan that helps you prioritize, as well as an expert to help manage your long and short term financial future. MFS is not associated with a particular financial institution; MFS can therefore offer you unbiased advice, and your advisors have the opportunity to show you funds that work to your sole advantage.

Financial planning is a lifelong process. We’re committed to our relationship with you, and to using our knowledge and experience to make a positive impact on your life.

Steps

The Consistent MFS Process That Guides You To Financial Success

1. A confidential review of your personal and financial data to achieve a financial solution custom-made for you.

2. An action plan designed to meet your specific needs, which can be modified at any time as your goals change.

3. Investment selection and continued monitoring so you know exactly what you’re investing in at all times, and how it’s performing.

Read: The 5 key risks to retirement income

Additional Reasons To Entrust Your Future With McAuley Financial Services:


1. Three-time winners of the Professional Business Service of the Year Award (West Ottawa Board of Trade).

2. A Better Business Bureau A+ rated company.

3. Volunteer members of Advocis, the association for financial planners.

4. Professionally Trained and Certified Financial Planners (CFP).




Contact Us


Contact our office today to find out how we can help you.

535 Legget Drive Suite 120
Ottawa, Ontario
K2K 3B8

Phone: 613.591.3900
Fax: 613.591.5543
info@mcauleyfinancial.com

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