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.
Our Financial Advisory Services
Frequently asked questions
We don’t pigeonhole or stereotype our clients. Each person is unique in their financial goals and situation. Most of our clients do share the desire to be empowered, set achievable financial goals and learn how to accomplish these things. We work with people of all ages and wealth levels. They turn to us for honest and forthright advice on an ongoing basis.
We are professional, experienced advisors. We work toward your interests only. You can expect us to ask a lot of different questions. We want to know all about you because your finances impact almost every aspect of your life including career, family, health and leisure. The more information we have and the more forthcoming you are, the better we serve you. After that we are available as conditions change. We plan to stay in touch to be sure the decisions are still relevant and to help with any new opportunities.
No. We do not receive any commissions on investment products from our financial planning clients. For those who choose our Wealth Management Service, we take a fee as a percentage of the assets we manage. These are fully disclosed. According to industry practice, we can receive a commission on insurance purchases. All of our fees and commissions are transparent. We voluntarily provide all information without being asked.
Our fees are based on the service we perform. During our complimentary consultation we will help you determine which services would be most appropriate for your needs and provide you with our fee schedule. You can also review those amounts here. If you have questions, do not hesitate to contact us.
Here’s what some of our clients have to say about us:
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 …
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 …
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.