McAuley Financial Services - Mutual Funds Provided Through FundEX Investments Inc.

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Kanata, Canada

mcauleyfinancial.com
Financial planner· Investment service· Insurance agency

McAuley Financial Services - Mutual Funds Provided Through FundEX Investments Inc. Reviews | Rating 5 out of 5 stars (6 reviews)

McAuley Financial Services - Mutual Funds Provided Through FundEX Investments Inc. is located in Kanata, Canada on 535 Legget Dr. McAuley Financial Services - Mutual Funds Provided Through FundEX Investments Inc. is rated 5 out of 5 in the category financial planner in Canada.

Address

535 Legget Dr

Phone

+1 6135913900

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Letitia Gatenby

I can't say enough positive things about the team at McAuley. Always professional service, highly responsive (I give Kevin heck all the time for answering my emails so quickly when I've sent them at oddball hours), and the admin/support staff are simply incredible...so efficient and organized! I highly recommend them for your financial planning!

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Christine Dalgleish

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.

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Christina Thomson

I highly recommend Kevin O'Connor and his experienced team at McAuley Financial. Kevin is fast to respond and always takes the needed time to explain everything. I trust Kevin's advice in managing my investments and helping me realize my goals.

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Cristin Graham

We have been working with McAuley financial for over 15 years. Thanks to this fantastic team, we are on track to a great retirement. They are highly knowledgeable, responsive, friendly and professional. Highly recommend!

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lorne thompson

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.

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David Guertin

I am very happy with the service and results I am getting from McAuley Financial Services and Kevin O'Conner. I always get prompt responses and results when I have questions about my retirement investments. In this time of uncertainty, I have stuck the course with this firm, and come out way ahead of expectations. Their philosophy and implementation seems spot on.