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Michael Moreau CFP, RFP

Michael understands that everyone has his or her own unique feelings about money.  He respects those views and he acts on them, getting results for you.

Financial Analyst

Services Offered

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Personalized Financial Plans

A well-designed financial plan will help you reach your personal financial goals and give you a greater sense of security.

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Asset and Wealth Management

He is able to shop the market on your behalf for the most suitable financial products and the best rates.

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Consulting Reviews

What My Clients Have to Say

I Consider Michael to be a knowledgeable financial planner, who is totally responsive and most importantly trustworthy.

Dennis Beaudoin

Retired-Electronic Engineer, Nav Canada

Client since 1990

I've asked Michael many technical questions over the years.  He always takes the time to come back with well researched and complete answers.

Rob Meagher

Hearing Specialist

Client since 1990

Michael, thank you for always watching my money and always keeping in touch.

Edwina Sutherland
Retired Businessperson
Client since 2014

Contact Us

99 Holland Avenue, Suite 105, Ottawa, Ontario

Phone # 613-725-3447

FAX # 613-725-0349

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