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.
Services Offered
Personalized Financial Plans
A well-designed financial plan will help you reach your personal financial goals and give you a greater sense of security.
Asset and Wealth Management
He is able to shop the market on your behalf for the most suitable financial products and the best rates.
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