MDL Financial Group has BIG PLANS for your future
With our proven financial planning process, we help successful business owners, professionals, and their families achieve their dream retirement.
As an independent firm, MDL Financial provides truly unbiased advice that benefits you. Managing the unique challenges that come with personal wealth is MDL’s core mission. We provide tailored financial advisory services focusing on long-term growth, stability, and portfolio flexibility. Our conservative approach has ensured investing success since 1990.
Gabriel Lalonde is a Certified Financial Education Instructor (CFEI) and a Certified Financial Planner (CFP). Following university studies, Gabriel spent time in Vancouver working in the FinTech space before returning to Ottawa to join the family business as a financial planner.
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. Besides being an expert in insurance and investment planning, Mario founded MDL and set the firm’s vision and values.
Joel began working at MDL Financial in 2019. He works primarily with clients in the early phases of their careers and specializes in cash flow and overall financial planning. He is passionate about moving his clients from financial stress toward organization and confidence in their decisions.
With his extensive business acumen, Gilles is passionate about helping business owners in need of financial planning. Gilles primarily deals with comprehensive financial plans and risk management strategies to make his clients’ financial plans as tax efficient as possible. Having completed a rigorous education program through FP Canada, Gilles is a Qualified Associate Financial Planner (QAFP).
MDL Testimonials
Here’s what some of our clients have to say about us:
Gabriel has a passion for excellence and adheres to the highest standards. He has a high level of technical knowledge and is very personable. He puts clients at ease, engages in effective problem-solving, and can explain technical issues and concepts to clients in clear and concise terms. With his knowledge base and excellent interpersonal skills, Gabriel provides tailored service to meet his clients’ needs. I have no hesitation in referring my clients to Gabriel, knowing that they are met with excellent service. Most definitely in my experience on of the best Ottawa financial planning companies out there.
Seeking out the best financial advisor in Ottawa? Gabriel is not only a very talented financial planner but also exceptionally personable. He understands the ins and outs of all aspects related to investing, markets, insurance, taxes and so much more. In addition, he understands the individual needs and wants of my finances and provides sound recommendations at every turn. Trust in someone is the most important thing when it comes to my money. Gabriel has proven this time and time again that he is that right person. I strongly recommend anyone seeking …
Dealing with MDL has been a delight and I only have good things to say about them. During our initial visit at their office in Ottawa. Gabriel Lalonde initiated a real and heartfelt discussion regarding our retirement goals, objectives and current situation. This was not your usual couple question format it was a real discussion to get to know us. Gab takes real pride in his work, emits a professional image and cares for his clients. Following our initial visit MDL has always been easy to reach by phone or email, often getting back to us …
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