“An investment in knowledge always pays the best interest.” – Benjamin Franklin
“We feel very confident in your professionalism and expertise. You have always been there when we have a particular concern. Your office staff has always been accommodating and helpful. Thank you for making us feel at ease.”
Brian and Arlene M.
“As always, thank you for the services you provide for me and my family. We appreciate it. ”
“We’ve always enjoyed your visits with us and have always appreciated and trusted your advice. We look forward to many more years of the same.”
Maxine and Bill G.
“I started relying on McAuley Financial several years ago when my employer offered access to their advice as a perk. Little did I know how much I'd come to appreciate their insight and accessibility. I now recommend my employer in part because it gains you access to McAuley.”
“I would have been totally lost without the help of McAuley Financial Services. ”
“Thank you for all the financial managing. As I said, I knew I'd be ok, but seeing actual numbers adds a sense of freedom too.”
“Your visit was very informative and as always you approach us, your client, with honesty and integrity which we certainly appreciate.”
“Thank God we’ve got you in charge.”
“So nice to know you're dealing with the pros.”
“Angela Houle demonstrates a perfect balance of professionalism and genuine concern for the well being of her clients.”
“Angela — I honestly would not be in the awesome place I am without you... I’m grateful and appreciate your patience, wise advice and humour.”
“We are most grateful to Jack and everyone involved at McAuley Financial Services for the effort and dedication which have led to remarkable successes.”
William and Patricia P.
“We are so thankful for the support from your office as we wouldn't have been able to navigate through this process under the set circumstances. We are so appreciative for your guidance and for being part of our journey and look forward to future investing with you.”
“I’d like to take a few minutes to thank you very much for all you have done for me and my family over the last thirty years. I recently had an occasion to deal with other members of your staff and want you to know that I continued to receive the same care and attention.”
“I want to take this opportunity to thank you for the amazing work Kevin has done with both my children who have become so knowledgeable, committed, and excited about financial growth since working with Kevin.”
“Best decision I have ever made, talking to Kevin!”
“Thank you Angela for all you do for me. Such a pleasure to work with McAuley Financial who are and will continue to be such a big part of our every day lives.”
“You are in my eyes an exceptional, caring and attentive financial advisor. I am very lucky to have you in my life.”
“Thank you for managing my parents' financial affairs so well. We have all benefited from it.”
“We are so appreciative of your wonderful support through all of this. You’ve been so positive and helpful and we can’t thank you enough!”
Thank you for welcoming us in to your school.
This presentation was designed for the purpose of educating and improving the financial literacy of high school students. Our goal is to help fill gaps in the education system on the key concepts of finance, taxes, debt, budgeting, saving and investing. You are likely here because you are either a student participating in one of our seminars, or perhaps you are a parent. Otherwise, you are simply curious about this community program and we welcome you! Thank you for visiting.
Below is a copy of our presentation as well as an interesting survey from a sample of teens. Of course, many of these slides have greater meaning when accompanied by the moderator’s comments and we would be pleased to assist in that regard. If you were present during one of our presentations and have any further questions, we certainly welcome further personal discussion and our contact information can be found below (firstname.lastname@example.org). If you are an educator and have questions about the Smart Teens presentation, please contact us (email@example.com) as we would be happy to assist and help complement your existing curriculum.
“We empower and support our clients to make strong financial decisions to realize their goals.”
Contact our office today to find out how we can help you.
535 Legget Drive Suite 120