Your accounts are in the care of a team of Certified Financial Planners and you will always receive professional financial planning advice from someone who is invested in you.
JACK MCAULEY
BA, CLU, CH.F.C., CFP
Jack McAuley is a highly accomplished Certified Financial Planner and the esteemed Founder of McAuley Financial Services. With an illustrious career spanning an impressive 45 years, Jack is a true veteran in the industry. Throughout his extensive experience, he has solidified his reputation as a trusted advisor and has established lasting relationships with clients from diverse backgrounds.
As an expert in wealth planning, Jack possesses a deep understanding of the intricacies of financial management. He has helped countless individuals and families navigate complex financial landscapes, providing them with tailored strategies to maximize their wealth and achieve their long-term goals. With a steadfast commitment to excellence, Jack has earned the respect and admiration of both his clients and peers alike.
Beyond his exceptional financial acumen, Jack is recognized as a respected authority within the Ottawa community. He is actively involved in various local initiatives, sharing his insights and expertise with others. Jack’s dedication to his clients’ financial success, combined with his unwavering integrity, makes him an invaluable asset to McAuley Financial Services and the wider financial community.
ANGELA HOULE
B. Acc, CHS, CLU, CFP
Angela Houle is a highly skilled Partner at McAuley Financial Services, specializing in comprehensive financial planning as a Certified Financial Planner. With 28 years of experience in the industry, Angela brings a wealth of knowledge and expertise to her role. Her strong analytical skills and keen attention to detail allow her to craft effective financial strategies tailored to each client’s unique circumstances.
What sets Angela apart is her unwavering dedication to her clients’ financial well-being. She believes in establishing deep connections with her clients, truly understanding their aspirations, and developing strategies that align with their long-term goals. Angela firmly believes in the power of collaboration and teamwork. She works closely with her clients to foster a sense of trust and transparency, creating a strong foundation for successful financial planning.
Angela’s specialization lies in wealth accumulation and retirement income planning. She possesses a profound understanding of the intricacies involved in building and preserving wealth. Additionally, Angela has developed a keen interest in succession planning, both for the organization and for her clients. Through her expertise and guidance, Angela ensures a seamless transition of wealth for future generations.
KEVIN O’CONNOR
B. Comm, CFP
Kevin O’Connor is a dynamic and knowledgeable Partner at McAuley Financial Services, recognized for his expertise as a Certified Financial Planner. With 15 years of industry experience, Kevin has developed a deep understanding of the financial markets and uses this knowledge to guide his clients toward achieving their financial goals.
Kevin’s journey in finance began with his education at Algonquin College and Ottawa University, where he graduated with a Bachelor of Commerce degree. This comprehensive academic background, combined with his natural passion for investments, business, and music, has equipped Kevin with a unique perspective on financial planning.
At McAuley Financial Services, Kevin takes a personalized approach to each client’s financial situation. He strives to understand their individual needs and aspirations, leveraging his extensive market knowledge to put them in the best possible position for success. By implementing best-fit financial planning strategies, Kevin ensures that his clients’ financial goals are not only met but surpassed.
KORY KNOX
B.B.A., CFP
Kory Knox is a highly skilled Certified Financial Planner known for his experience working in large financial institutions. Throughout his career, Kory has honed his expertise in holistic financial planning, always prioritizing a client-focused mindset.
As a Certified Financial Planner (CFP) and Registered Investment Specialist (RIS), Kory possesses the qualifications and knowledge necessary to deliver comprehensive financial solutions. His in-depth understanding of wealth accumulation and retirement income planning enables him to guide clients effectively along their financial journeys.
Kory’s client-centric approach ensures that each individual’s unique circumstances are carefully considered. He collaborates closely with his clients, taking the time to understand their financial goals, risk tolerance, and aspirations. By doing so, Kory can craft personalized financial plans that align with his clients’ values and long-term objectives.
With his extensive experience and expertise, Kory is a valuable asset to McAuley Financial Services, dedicated to providing exceptional service and empowering his clients to achieve financial success.
KIMBERLEY TRAN
B.Comm, MA (Econ)
Kimberley Tran is a highly accomplished Financial Advisor known for her expertise as an economist with over 15 years of experience. Drawing upon her educational background and extensive industry knowledge, Kimberley provides valuable financial guidance to individuals, families, and small organizations.
As an economist, Kimberley brings a unique perspective to her role as a financial advisor. Her comprehensive understanding of economic principles allows her to assess the financial landscape and provide informed recommendations. Moreover, Kimberley is adept at identifying market trends and leveraging them to benefit her clients’ financial portfolios.
Collaboration lies at the heart of Kimberley’s approach. She thrives on establishing strong relationships with her clients, actively listening to their needs and concerns. This client-centric collaboration ensures that Kimberley can develop tailored financial plans that align with her clients’ short-term and long-term objectives.
In addition to her financial expertise, Kimberley has a keen interest in providing tax advice. This valuable insight allows her to optimize her clients’ financial strategies and minimize their tax burdens. Outside of work, Kimberley enjoys engaging in various outdoor activities such as running, cross-country skiing, and backcountry hiking, which further enhances her holistic approach to life and financial planning.
PATRICK LOCKHART
Patrick Lockhart is a highly experienced financial professional with an impressive track record spanning over 15 years. He is dedicated to working closely with his clients to help them achieve their financial goals and aspirations.
Patrick understands the importance of building trust and effective communication in the client-advisor relationship. By fostering open and transparent dialogue, he ensures that his clients feel comfortable and confident in their financial decisions. With a strong focus on personalized service, Patrick tailors financial strategies to meet each client’s unique circumstances and objectives.
Throughout his career, Patrick has developed a keen understanding of various financial tools and strategies. This expertise enables him to provide comprehensive advice and guidance on investments, retirement planning, risk management, and more. By leveraging his extensive knowledge, Patrick strives to empower his clients to make informed financial decisions that align with their long-term goals.
MICHAEL FORREST
With an impressive 23 years of experience as a licensed advisor, Michael has garnered unique insights into the core values that drive small to medium-sized businesses’ growth and preservation.
In his role as a financial professional, Michael leverages his extensive expertise to help clients achieve their financial goals and secure their future. He believes in building long-lasting relationships founded on trust, transparency, and personalized service. By understanding each client’s unique circumstances and aspirations, Michael tailors financial solutions that align with their specific needs.
Outside of his professional pursuits, Michael enjoys spending quality time with his family. With two daughters actively involved in high-performance and competitive gymnastics, Michael supports their pursuits wholeheartedly. This passion for family and community is further complemented by his love for travel and exploring new cuisines alongside his wife.
The MFS administrative staff are financial services professionals to assure you receive knowledgeable and efficient help when you need it.
MFS’s administrative staff makes sure each transaction is quickly and accurately processed keeping you more organized than you would be on your own. By arranging your meetings and attending to paperwork and enquiries, the administrative staff lets your MFS advisors be 100% focused on you during planning sessions.
You’re part of a close knit community at MFS, so you’ll be responded to within 24 hours. This team is the first line of service at MFS: they are faces and voices you recognize whether you’re stopping by the office or giving MFS a call.
SUSANNE GLASSFORD
Administrative Assistant
CELINE CHARBONNEAU
Administrative Assistant
BARB NEWMAN
Administrative Assistant
NATHAN PITT
Administrative Assistant
Josée Wark
Operations Manager
Brian Houle
Financial Controller
