Senior Care Path
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Photo MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker via Google
Financial Planning

MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker

60Developing

78 George St Ste 204M, Ottawa, ON K1N 5W1, Canada

4.9(56 Google reviews)on Google

About

MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker is a local financial planning provider in Ottawa, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Photo Gallery

MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker photo 2
MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker photo 3
MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker photo 4

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Google Reviews

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4.9

56 Google reviews

Most recent reviews

  • Arnie S

    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

    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

    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.

See all 56 reviews on Google

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
ThemesStaff & careCommunication

Services

Licenses & Registrations

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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

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Languages Supported

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Location

78 George St Ste 204M, Ottawa, ON K1N 5W1, Canada

Also serves

  • Ottawa and surrounding areas
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