What MDL can offer?
Whether you’re looking for help planning out your future, rewarding your employees with health and dental benefits or require guidance with selecting the appropriate insurance & investment products. Ottawa’s best financial advisor has you covered.
Take a look below at the different services we have to offer:
Financial services that MDL Financial offers you
Tax Planning Services
Tax planning services help you save money and make the most of your income through tax-efficient strategies. By working with MDL, you can design a tax plan that maximizes your deductions so that you will have more to invest in your future. Our tax planning services include strategies for filing taxes, planning for retirement, and planning for your long-term financial goals.
If you are looking for more guidance on your taxes and want to ensure that you’re taking advantage of every opportunity to save, consider working with MDL Financial. We will create a plan tailored to your needs so that you can maximize your savings and reduce your tax burden. We will keep you updated with the latest tax laws, so you can take advantage of significant opportunities to save money.
Insurance Needs Review
MDL will review your insurance needs to help you manage financial risk. Our insurance needs review provides you with advice about various types of insurance based on your specific needs. This review will include the coverage amounts you require and any additional benefits your coverage should include. We provide you with the best advice for reducing risk by reviewing your current insurance coverage and determining if you need additional or different protection.
We shall also advise you on the best types of insurance for your needs, such as life, health, or business insurance. MDL will ensure that you are getting the most out of your insurance and that your insurance adequately protects you in case of unforeseen events.
Retirement Planning Services
Retirement planning services are vital for anyone looking to build a sound and comprehensive long-term financial plan.
With MDL Financial, you set your financial goals and objectives, and we will create a workable plan to achieve them. A well-designed retirement plan will help you manage and protect your assets over the long term so that you can enjoy the lifestyle you want post-career.
We can help you structure your investments to maximize your returns and minimize risk. MDL retirement planning analyzes your current financial situation and assesses the risks and rewards of different investment options. Retirement planning also involves setting up retirement accounts, such as RRSPs and TFSAs, to help you save for the future.
MDL’s retirement planning services will help you develop a plan to have enough money to live comfortably after retirement. We can help you estimate your retirement expenses, calculate how much money you will need, and give advice on how to save and invest to meet your goals. An MDL retirement plan will provide peace of mind and secure your financial future.
Estate Planning Services
MDL’s estate planning services help you and your family plan for the future. Our estate planning services set out what will happen to your assets in the event of death, disability, or retirement. We shall set up a comprehensive estate plan that takes into account your financial, legal, and tax concerns.
Estate planning is essential for anyone who wants to ensure that their assets are taken care of as they wish, regardless of the future. Our estate planning services may include any of the following: creating a trust, setting up a will, designing an estate tax strategy, and financial planning for retirement. Our goal is to ensure that your assets and wishes are handled properly.
MDL Financial will manage the complexities of building a coherent financial plan. Our comprehensive approach will provide you and your loved ones with a secure financial future and peace of mind. Peace of mind means making room to enjoy life’s sweetest moments fully, today and tomorrow.
Planning is the first and most crucial step in building and securing a solid financial future for you and your loved ones. An MDL financial advisor will develop your financial plan specific to your needs, focusing on what it takes to secure and optimize your financial portfolio over the long term. For instance, we will help you with critical decisions about cash flow, investments, taxes, and insurance needs as you plan for your eventual retirement.