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About Our Team

Michael Moreau

Financial Advisor & Certified Financial Planner

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For more than 35 years, Michael has been helping individuals and families navigate the financial decisions that shape their lives. As the founder and leader of Personal Financial Solutions, he has built the practice around long term relationships, thoughtful planning, and putting clients' interests first.

Holding both the Certified Financial Planner (CFP®) and Registered Financial Planner (RFP) designations, Michael believes every financial plan should reflect the unique goals and circumstances of the person behind it. He follows the six step planning process endorsed by FP Canada and the Institute of Advanced Financial Planning, providing clients with a clear framework that evolves alongside their lives.

Although the team has grown, Michael remains actively involved in the direction of the practice, investment oversight, and client communication. As an independent advisor, he is not tied to any financial institution or product provider, allowing him to offer objective advice focused on what is best for each client.

Away from the office, Michael enjoys staying active through calisthenics, tennis, golf, and hiking, and continues to bring that same sense of discipline and balance to both his personal and professional life.

Jordan Hreljac

Financial Advisor & Tax Consultant

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Since joining Michael in 2021, Jordan has brought over a decade of personal tax experience to the firm. As a partner, he plays a key role in client communications, trade processing, investment review, and managing the firm’s marketing and communication strategies. He holds a Bachelor of International Business from Carleton University, along with his Canadian Investment Funds license and H&R Block Tax Designation.

Together with senior partner Michael Moreau, Jordan helps form the foundation of the business. He is deeply committed to transparency and honesty in all client interactions, taking a teaching-focused approach to ensure clients feel confident and informed about their financial decisions and product options.

Outside of work, Jordan enjoys life with his wife and three children, balancing the demands of business ownership with a strong sense of family and community.

Tessa Gunn

Administrative Assistant

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Tessa joined our team in 2026 and is often the friendly face clients meet first, helping with scheduling, administration, and ensuring every visit to the office is welcoming and seamless. With a background in hospitality and event coordination, she takes pride in creating a positive experience and making people feel at ease.

Originally from Vancouver, British Columbia, Tessa relocated to Ottawa in late 2025 and brings with her extensive experience in client service, including managing reservations and events for Michelin recommended restaurants as well as working in the live theatre industry. Her attention to detail, organization, and personable approach make her a valued member of our team.

Outside the office, Tessa enjoys exploring her new home by e-bike, cooking and baking for friends and family, and spending time with her two adventure cats, Marley and Stewie, who bravely made the cross country journey from British Columbia to Ontario right alongside her.

Sarah Persaud

Office Manager & Licensed Assistant

Sarah has been an integral part of the Michael’s team since 1998. Over the years, she has played a key role in training new staff, processing transactions, and maintaining accurate, compliant records in alignment with industry regulations.

Since 2015, Sarah has served as the firm’s Office Manager, overseeing back-office operations including insurance contracts, dealer agreements, staff scheduling, and the day-to-day needs of the business. Her organizational leadership ensures the office runs smoothly while supporting both Michael and Jordan behind the scenes.

Outside of work, Sarah enjoys a wide range of interests including volunteer work, gardening, crafts, hiking, and travel — all of which reflect her creativity, dedication, and community spirit.

©2026 by Personal Financial Solutions.

 Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein  

               were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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