Welcome to Our Website

Your tomorrow… is our today

The ultimate goal is not only to assist our clientele in meeting their goals and objectives, but to enhance their service experience and to surpass expectations and delivering these services.

ABOUT US

Our success in this industry can be summed up in four words – EXCEEDING OUR CLIENT’S EXPECTATIONS.

Our experience in the investment and benefit industry has taught us that meeting client needs isn’t enough, you have to exceed their expectations.

We hail from a small town in eastern Ontario, where every individual is treated as an equal. A phone call to our offices between 9:00 a.m. and 8:00 p.m. is usually taken in person. We answer client inquiries personally. The companies we deal with on your behalf understand that we have a same day service policy, so we expect our inquiries to be handled in the same fashion and most are. Same day service and personal attention is what sets us apart from our competitors. In addition, our professional affiliations allow us to deliver numerous ancillary services to our clientele, be it in the fields of accounting, legal, retail, etc … We have worked with accountants from Canada’s 5 biggest firms to local bookkeepers.

Our ultimate goal is not only to assist our clientele in meeting their goals and objectives but to enhance their service experience and to surpass their expectations in delivering these services.

OUR PHILOSOPHY

Our philosophy is to customize solutions to meet the needs of each person because one size does not fit all. We encourage you to ask us what we can offer and we promise to do our best to meet all of your requirements.

OUR SERVICES

At Montcalm and Associates we pride ourselves on meeting and exceeding our clients expectations, if you have any questions about any of our services or are in need of assistance with further information please contact us and we will be happy to assist you in any way we can. We look forward to hearing from you!

GROUP RETIREMENT PLANS

We can help implement a retirement plan that suits your organization’s needs with a wide selection of expertly managed funds.

  • RRSPs
  • DPSPs
  • RPPs
  • TFSAs
EMPLOYEE/ER BENEFITS

Our primary focus with our group clients is the implementation of a well researched and unique plan design that is cost effective and suitable to their organization.

  • Healthcare
  • Dentalcare
  • Health Spending Accounts
  • Group Life Insurance
  • STD/LTD Executive Benefits
LIFE AND DISABILITY

We can help you evaluate your current insurance policies and determine if they are the best fit for your personal situation. We also specialize in the larger more complex corporate policies.

  • Personal Life Insurance
  • Term/ Permanent
  • Key-Person Insurance
  • Buy-Sell Funding

MEET THE TEAM

CONTACT US

PO Box 189
2114 Valley Street
Moose Creek, Ontario
K0C 1W0

Copyright © 2014 Montcalm Financial Group Inc. All Rights Reserved