Helping Clients Achieve Financial Success For Over 75 Years.
Founded in Ottawa, Ontario in 1938 by A. E. “Lon” Campbell, MOORE FINANCIAL is now a 3rd generation family owned and operated independent financial planning firm.
When people think about Financial Planning, most people think about and are focused on Investment Planning and/or Retirement Planning and very few give enough attention to proper Insurance Planning.
At MOORE FINANCIAL we are professional advisors and what’s different about our Investment Planning approach is that unlike many of our competitors we have a defined investment philosophy and a disciplined investment process.
Retirement is a key stage in life that most people are dreaming about long before they get there – however sadly many people never take the time to properly prepare for their retirement.
Estate Planning is something successful Financial Planning leads up to. In the early years when clients are starting to save they’re not usually thinking about how to transfer wealth upon death, however...
Group Benefits & Group Retirement
Employers set-up Group Benefit & Group Retirement plans because they care about their employees and want to look after them and their families.
When looking after companies’ Group Benefit & Group Retirement plans, MOORE FINANCIAL often uncovers specific needs of key executives, key employees and owners.