Big Firm Results
Small Firm Feel

Our Story

Family owned and operated since 1990. At MDL Financial Group the goal has always been for our clients to save money for their retirement, to be protected in the eventuality of a disability and when the day comes that they are no longer with us, to take care of their loved ones in the form of life insurance.

These are the three cornerstones that MDL Financial Group was founded on: Money, Disability and Life insurance.

We look forward to continuing what we started over 30 years ago.

Let our family take care of yours.

Your Dreams. Our Mission.

Why MDL is Your Financial Planner of Choice in Ottawa?

BOUTIQUE SERVICE

Bigger is not always better. As a private company; not associated with any chain or franchise, we offer the client our individualized attention. We cultivate long-term relationships that are based on the requirements of each client. We develop customized plans and strategies to suit each person.

PROVEN EXPERTISE

A strong combination of knowledge and experience has allowed our company to help our clients be financially successful. Our advice and guidance has shown that our clients are comfortable with our philosophy and reasoned suggestions. We are confident and comfortable in the service we provide to the community.

INDEPENDENT AND TRANSPARENT

As mentioned, we are not associated with any franchise or larger operation. We are an independent company with a client-focused approach. We are accountable to the people we serve and base our recommendations on their best interests and goals. We have the ability to adjust our service models and even fee schedules to accommodate unique circumstances.

TRUST AND INTEGRITY

Selecting a team to manage your financial future is difficult. You should find a group that you are comfortable with, trust and are able to make the best recommendations based on solid information and logical reason. To that end, we offer the credentials of our senior management. Our goal is to build the best future possible for you!

Our Philosophy

Our goal is to build the best future possible for you.

Our decisions today impact the future and we make every attempt to impact your retirement life positively. Our team will work with you to develop the best plan for you and your circumstances based on sound principles and understanding.