McAuley Financial Services
79Good515 Legget Dr Ste 930, Ottawa, ON K2K 3G4, Canada
Last updated September 2026
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McAuley Financial Services is a financial planning firm in Kanata, Ottawa, offering retirement planning and investment management through Certified Financial Planners.
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McAuley Financial Services helps clients plan for retirement and prepare for life's changes with personalized one-on-one advice from Certified Financial Planners.
The firm works with both personal and group clients to establish financial goals, navigate market volatility, and prepare for retirement and worst-case scenarios. They emphasize honesty, integrity, and genuine concern for clients' wellbeing.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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Who This Provider Is Best For
- Retirees planning for financial security
- Clients preparing for retirement
- Families navigating market changes
- Seniors and their adult children managing financial affairs
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
See all reviews on Google5.0
101 Google reviews
Summary of Google Reviews
Summarized by Senior Care Path from McAuley Financial Services's Google rating and recent reviews. Confirm specifics with the provider.
McAuley Financial Services holds an excellent 5.0-star rating across 101 Google reviews. Recent reviewers most often highlight caring, attentive staff and clean, well-kept spaces.
Most common praise
- Caring, attentive staff
- Clean, well-kept spaces
- Warm, welcoming community
- Responsive, helpful communication
Most recent reviews
KM Bead&Breeze
a month ago · via Google
I cannot recommend Angela Houle and the entire McAuley Financial Services team highly enough. From day one, Angela has been incredibly caring, flexible, and conscientious. She takes the time to truly understand my goals, answers all questions with patience, and always makes me feel confident and supported in the decisions we make together. What stands out most is the level of trust she has earned. I have complete confidence in Angela’s judgment when it comes to managing my money, my investments, and ultimately my financial future. Her professionalism, integrity, and genuine commitment to her clients give me real peace of mind. If you’re looking for a financial advisor who combines exceptional expertise with outstanding personal care, I wholeheartedly recommend Angela Houle and her entire team at McAuley Financial Services. I feel fortunate to have them in my corner and wouldn’t hesitate to recommend them to family and friends.
Barbara Prime
6 months ago · via Google
I first began working with Angela Houle through a former employer, many years ago. When I left that job, I remained a client of Angela's because of the knowledgable, professional, reliable and competent guidance she consistently provided. I trust her and her highly skilled team implicitly and have come to depend on their impeccable service and advice, which have been instrumental in building a resilient portfolio that is a perfect match for my goals and risk tolerance. I couldn't recommend MFS more highly.
Bathseba Belai
10 months ago · via Google
I have loved working with Kimberley Tran of McAuley Financial Services over the past year and a half. It took me a while to start working with a financial advisor as I simply did not know where to start or if I could even find anyone I could wholly trust to guide me in my financial decision-making, a person I would feel truly has my best interests at heart. In Kimberley, I have found that and more. Kimberley has deep and extensive knowledge of investment planning, and was able to quickly get me on track. She is beyond generous with her time, thoughtfully educating me on the strategies and instruments that best support my specific financial goals and patiently answering my 101 questions, ensuring that I fully understand any advice or recommended course of action. I particularly appreciate how she closely listens to, and takes seriously, my thoughts and concerns, and candidly addresses them in a way that allows me to make decisions that I feel 100% comfortable with. Working with Kimberley is the best decision I have made as far as my finances are concerned. I am grateful for her expert and kind support in getting a solid handle on my finances, and I unreservedly recommend her to anyone looking to get control of their financial life. Thank you, Kimberley!
Licenses & Registrations
- Certified Financial Planner (CFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, Financial Planners Association
- BBB accredited
Location
515 Legget Dr Ste 930, Ottawa, ON K2K 3G4, Canada
Also serves
- Ottawa
- Kanata
- Ontario
Frequently Asked Questions
What services does McAuley Financial Services offer?
McAuley Financial Services is a financial planning provider in Ottawa, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does McAuley Financial Services speak?
Staff at McAuley Financial Services are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with McAuley Financial Services?
Send a request through the form on this page with your name, email and phone. We pass it to McAuley Financial Services so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Ottawa. It is free, with no pressure.
Is McAuley Financial Services verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.