Mario has been recommending insurance and investment planning strategies designed to help clients achieve their goals for more than 25 years.
Maintaining personalized service for over 300 families has earned Mario a reputation for outstanding client care.
Given this level of commitment, Mario counts many multi-generational families among his client base.
Mario holds the designation of CLU (Chartered Life Underwriter) making him a Financial Advisor with advanced knowledge in Life & Health Insurance, Employee Benefits, Wealth Accumulation, Retirement Planning, and Wealth Preservation.
Specializing in clients that are near the same life stage as him, Mario knows that men and women over age 45 are looking forward to the new found financial freedom of being debt free, and focusing on the Retirement and Estate Planning phases of their lives.
Families at this point in life need a trusted advisor to help navigate a shift in financial strategy. Someone that understands their unique needs and importance of developing a customized solution.
If you are over 45 years old, contact Mario to learn more about what options will serve you now and throughout your retirement.
Gabriel represents the future of MDL Financial Group Ltd. as the second generation of the family business.
He is committed to upholding the values that set his company apart - trust, integrity and personal client care. After spending time in Vancouver working in the financial and technology space, Gabriel decided to move back to Ottawa to transfer his financial background and relationship building skills to helping young families plan for their future.
Gabriel’s clients are well educated, busy professionals. They work high-intensity jobs while juggling the demands of a family. Managing the intricacies of their personal finances is not something they always have the time for and this is why they rely on Gabriel’s expertise to manage their finances.
After graduating from the University of Ottawa, he completed the CFEI (Certified Financial Education Instructor) designation which empowers him to host regular educational seminars open to the public. Participants can learn how to start working towards financial independence in a non-pressured and fun environment.
If you are looking for some certainty around your finances, contact Gabriel to find out about your financial planning options - knowledge is truly where the power lies in building a secure financial future.
Gilles joined the MDL Financial Group in 2011. He assists his clients with comprehensive financial plans and risk management strategies.
Gilles has owned and operated a number of businesses and has a real understanding of the challenges and issues facing those in business.