McAuley Financial Services

Name: McAuley Financial Services
Address: 535 Legget Dr, Kanata, ON K2K 3B8, Canada, K, Canada

5/5 ★ based on 8 reviews

Contact McAuley Financial Services

Address :	535 Legget Dr, Kanata, ON K2K 3B8, Canada
Phone :	📞 +99
Website :	http://mcauleyfinancial.com/
Categories :	Insurance agency , Financial planner , Investment service ,
City :	K

535 Legget Dr, Kanata, ON K2K 3B8, Canada

Best Financial planner in Canada

l	lorne thompson on Google ★ ★ ★ ★ ★ I highly recommend McAuley Financial. I have been dealing with Angela for 20+ years. She has always gone over and above any expectations I have needed. Her expertise has helped me immensely with preparing for retirement. She likes to meet once a year in person with my wife and I to discuss our portfolio and any concerns or questions. Angela and her staff are very professional. We have always felt that Angela genuinely cares about our welfare. We highly recommend her and her associates.
S	Shawnne Cranston on Google ★ ★ ★ ★ ★ Thank You to everyone at McAuley Financial Services!! The support and commitment you have shown me over the last few years has been amazing. The last 16 months have created a surreal time for all of us and your ability to support at the last minute has been wonderful. We all have these incredibly busy schedules and somehow you find a way to accommodate and visit your clients versus them having to come to you. Cheers to you and thank you!
C	Christine Dalgleish on Google ★ ★ ★ ★ ★ We are so grateful to Angela Houle and the team at McAuley Financial. Angela is professional, knowledgeable and personable. She is incredible at providing us with information and options and she truly cares about helping us make the right decisions for our future. Recently she's been able to support us with liaison work with our insurance provider, which has alleviated a lot of stress. Highly recommend McAuley and especially Angela for all your financial services needs.
R	Roseline Mouana on Google ★ ★ ★ ★ ★ Jack McAuley has been my financial advisor for over 15 years. Him and his team are stellar, with Celine and Barb at the helm of all account details; all providing exceptional customer service, prompt and courteous responses, and a refreshing personalized approach. I don't know what I would do without them!
A	Arun K on Google ★ ★ ★ ★ ★ We have been working with Kory Knox at McAuley Financial Services for over 5 years and are extremely happy with the very professional, yet friendly service we receive. Kory is always available whenever we have a question, very prompt in getting back to us and we trust his judgment and recommendation. It's been an amazing experience working with him and the MFS Team and look forward to a successful financial journey together. Thank you very much to Kory and his team!
T	Teresa Guertin on Google ★ ★ ★ ★ ★ I can't imagine having a better Financial Advisor than Angela Houle and her team Kevin, Barb and others at McAuley Financial Services. Angela is incredibly professional and knowledgable with top notch interpersonal skills. She ensures we have regular touch points, always having every detail of my situation at her fingertips making for a truly positive, personal experience. In addition to their incredible financial expertise, I love how this team is so engaging and puts a huge focus on Family and Fun. Might be a family magic show, a fun seminar, maybe a surprise draw for something you did, or maybe a beautiful gift basket just because. This team always goes the extra mile to show they truly care. They never cease to amaze me. Love working with all of them!
N	Nancy Taillon on Google ★ ★ ★ ★ ★ The team at McAuley Financial Services have always made the time to be available over the years to answer any questions I have. And, annually we go over my portfolio, giving me further direction when needed. A great team at McAuley!
A	Andrea Bouris on Google ★ ★ ★ ★ ★ We are very grateful for the guidance and financial advice that McAuley Financial Services has provided through the years as my family has grown and changed. We have confidence in their recommendations as they carefully assess our family's needs and goals. It feels like a team effort as we work to achieve and review these goals together. The best interest of our family is always put first! We appreciate the personal connections during our financial reviews and the excellent communication from the team at McAuley Financial all year round. The team goes above and beyond!