MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker
78Good78 George St Ste 204M, Ottawa, ON K1N 5W1, Canada
About
MDL Financial Group is a fee-only financial planning firm in Ottawa, Ontario, serving clients since 1990 with retirement planning, investment management, insurance, and comprehensive financial planning.
Senior Care Path Summary
MDL Financial Group helps individuals, households, and business owners plan for retirement and build long-term financial security. They offer transparent, fee-based financial planning with no commissions on investment products, including retirement projections, tax planning, estate analysis, and wills and power of attorney reviews. A Certified Financial Planner works with you to integrate insurance, investment, and tax needs into one coherent plan.
They serve pre-retirees and retirees with retirement planning starting at $2,500, comprehensive household planning at $4,500, and investment management services for ongoing support. The firm is completely independent, not tied to any financial institution or product, and can work with your other professionals like lawyers and accountants.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Pre-retirees planning for retirement
- Retirees optimizing retirement income
- Households seeking comprehensive financial planning
- Business owners with corporate and personal planning needs
- Families reviewing wills and powers of attorney
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
56 Google reviews
Most recent reviews
Arnie S
a month ago · via Google
Professional, attentive, personable. Efficiently and effectively developed a Financial Plan, ensuring our goals were met and minimizing tax implications. A pleasure to work with.
Susan Malis
4 months ago · via Google
I really appreciate MDL’s personal and attentive approach and their focus on my best interest. I also very much appreciate the time Gabriel took to review a plan and explain things to me, making sure I understood. I felt very comfortable and at liberty to ask questions.
Doris Gagné
4 months ago · via Google
This is a new experience with MDL Financial Group. Visit and explanations with Mr Gabriel Lalonde very productive, professional and pleasant as well. Second encounter was a telephone conversation with Shanny-Ann Quesnel, Relationship Manager. She was helpful, polite and totally professional and knowledgeable on all of my issues and offered her help with any more questions or technical assistance I might need. I definitely felt that I will be very pleased with any dealings with MDL Financial Group.
Summary of Google Reviews
Summarized by Senior Care Path from MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker's Google rating and recent reviews. Confirm specifics with the provider.
MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker holds an excellent 4.9-star rating across 56 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Services
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
Languages Supported
- English
- French
Frequently Asked Questions
What services does MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker offer?
MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker 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 MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker speak?
Staff at MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker are noted as speaking English, French. 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 MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker?
You can call MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker directly at (613) 416-9649, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Ottawa. It is free, with no pressure.
Is MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker 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.
Location
78 George St Ste 204M, Ottawa, ON K1N 5W1, Canada
Also serves
- Ottawa, Ontario
- Casselman, Ontario
- Embrun, Ontario