Michael Moreau

 

 

Michael Moreau, CFP, RFP, Registered Financial Planner

listens to your point of view. He wants to find out what is truly important about financial success to you and your family.

Michael understands that everyone has his or her own unique feelings about money. He respects those views and he acts on them.

Michael specializes in the unique financial needs of individuals who are serious and want help attaining financial peace of mind. He has been helping clients make informed financial decisions for over 25 years. He is a graduate of The Canadian Institute of Financial Planning in 1993 as a Chartered Financial Planner. Michael holds both financial planning designations; the internationally recognized Certified Financial Planner (CFP) and advanced planning designation, Registered Financial Planner (RFP).

Question: Wouldn't it be great to have a written financial plan so that no matter what happens in your world, the markets or the economy, you'd still feel confident about your future?

Michael starts by preparing your own personalized financial plan. A financial plan is your roadmap to financial peace of mind. A well-designed financial plan will help you reach your personal financial goals and give you a greater sense of security. That is why he follows the six distinct steps in financial planning, championed by the Institute of Advanced Financial Planning (IAFP) and promoted by The Financial Planning Standards Council (FPSC).

Michael is also different because he offers unbiased financial advice. He is able to shop the market on your behalf for the most suitable financial products and the best rates. In other words, he is not an employee obliged to recommend a specific investment, deposit or insurance product.

He has developed a process to comb through the over-abundant supply of investments available and then match the ones that are most appropriate to your objectives and comfort zone. He devotes countless hours each month to monitoring clients' investments. When necessary he contacts clients to recommend changes.

Michael is committed to helping you achieve your financial objectives and peace of mind. To ensure open communication, he encourages ongoing discussions by telephone and in person. In addition, he recommends a complete financial planning review meeting annually.

 


Michael Moreau, CFP, R.F.P.
Registered Financial Planner

Personal Financial Solutions

99 Holland Avenue
Suite 105
Ottawa, Ontario
K1Y 0Y1
613-725-3447


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Mutual funds provided through FundEX Investments Inc.

 

The foregoing is for general information purposes only and is the opinion of the writer. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. However, please call Michael Moreau to discuss your particular circumstances.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.