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Business Profile

Financial Planning Consultants

McAuley Financial Services
BBB Accredited BusinessA+Rated by BBB
Visit Website(613) 591-3900Write a Review

About

Overview

McAuley Financial Services

930-515 Legget Drive

Kanata, ON K2K 3G4

View Service Area

BBB Accreditation & Rating

McAuley Financial Services is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

McAuley Financial Services provides financial planning services, including retirement planning, investment planning, risk-management planning, and group retirement savings guidance. The company assists clients with organizing financial goals, addressing changing financial circumstances, and reviewing plan options for individuals and organizations.

BBB Accredited Since: 22/6/2011

Years in Business: 27

Products and Services

McAuley Financial Services offers the following products and services:
Financial Planning: Support with establishing financial goals and reviewing planning strategies.
Retirement Planning: Assistance with preparing for future income requirements and identifying appropriate plan options.
Investment Planning: Guidance regarding investment choices and portfolio structure.
Risk-Management Planning: Review of strategies addressing financial risks related to life events or changing circumstances.
Group Retirement Savings Services: Assistance for employers and employees with group plan participation and annual updates.
Corporate Financial Planning: Planning support for organizations, including employee financial guidance.

Business Details

Local BBB:
Better Business Bureau of Greater Ottawa
BBB File Opened:
15/6/2011
Business Started:
2/6/1999
Business Incorporated:
2/6/1999
Type of Entity:
Corporation
Business Management:
Ms. Angela Houle, Owner
Josee Wark, Operations Manager

Additional Contact Information

Principal Contacts
Ms. Angela Houle, Owner
Customer Contacts
Ms. Angela Houle, Owner

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 94020895 for this business, issued by Financial Services Commission of Ontario

Financial Services Commission of Ontario

5160 Yonge Street, P.O. Box 85

North York ON M2N 6

800-6680128Website

BBB records show a license number of 1350872 for this business, issued by Oncorp Direct Inc.

Oncorp Direct Inc.

1033 Bay Street, Suite 313

Toronto ON M5S 3

800-4617772

Additional Information

Business Categories
Financial Planning Consultants, Financial Services, Life Insurance, Retirement Planning Services, Investment Advisory Services, Investment Management, Long Term Care Insurance, Employee Benefits Insurance, Disability Insurance, Risk Management, Mutual Funds, College Savings Plans, Cancer Insurance, Group Benefits

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