Count on a Personal Connection

Want to talk to a great financial advisor who will really listen – and help you reach your goals?


We skip over all the website forms and 1-800 operators.

Instead, just book a coffee chat by calling (613) 591-3900 and one of our Certified Financial Planners will meet with you one-on-one, virtually or in person.

It’s free, and there is no commitment.

Our MFS Certified Financial Planners can help you:

You have dreams, and need financial security. We can help.

MFS Certified Financial Planners

Guiding you and your money through change.


Why do thousands of Canadians trust their MFS Certified Financial Planners? We take the time to:

We will show you how to prepare for retirement – and worst-case scenarios.

Let us guide you to financial peace of mind.

Group Retirement Savings Plans

Our Certified Financial Planners consult with your staff, every year – at no extra cost.


Plus, you get onsite or virtual meetings and personal service for every employee.

We work with each member of your team to help them:

We can help your employees achieve their financial success.

MFS Testimonials



I feel that trusting him as my investment counsellor, was a very wise decision.

Nancy M.

Angela Houle demonstrates a perfect balance of professionalism and genuine concern for the well being of her clients.

Lori H.

Angela — I honesty would not be in the awesome place I am without you … I’m grateful and appreciate your patience, wise advice and humour.

Sam L.

Such a pleasure to work with McAuley Financial who are and will continue to be such a big part of our every day lives.

Teresa G.

As always, thank you for the services you provide for me and my family. We appreciate it.

Arnold V.

Thank you for managing my parents financial affairs so well. We have all benefited from it.

Michele M.

Best decision I have ever made, talking to Kevin.

Brianna S.

Your visit was very informative and as always you approach us, your client, with honestly and integrity which we certainly appreciate.

Jack L.

I knew I’d be ok, but seeing actual numbers adds a sense of freedom, too.

Susan A.

I totally have confidence in your service, integrity and devotion. You are in my eyes an exceptional, caring and attentive financial advisor. I am very lucky to have you in my life.

Randolph P.

So nice to know you’re dealing with the pros.

Robin and Ray B.

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.

Angele K.

We are most grateful to Jack and everyone involved at McAuley Financial Services for the effort and dedication which have led to the remarkable successes.

Bill P.

“Angela Houle demonstrates a perfect balance of professionalism and genuine concern for the well being of her clients.”

Lori H.

“Your visit was very informative and as always you approach us, your client, with honesty and integrity which we certainly appreciate.”

-Jack L.

“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.”

Angele K.

“As always, thank you for the services you provide for me and my family. We appreciate it.”

Arnold V.

Contact Us


“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.

    Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

    The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

    Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

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    Website Disclaimer

    Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund, exempt market product, and/or exchange traded fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product and exchange traded fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

    Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

    Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

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