Michael Moreau CFP, RFP
Jordan Hreljac BIB
Michael & Jordan understand that everyone has their own unique feelings about money. We respect those views and we act on them, getting results for you.
Services Offered
Personalized Financial Plans
A well-designed financial plan will help you reach your personal financial goals and give you a greater sense of security.
Asset and Wealth Management
We are able to shop the market on your behalf for the most suitable financial products and the best rates.
Consulting Reviews
What Our Clients Have to Say
I Consider Michael to be a knowledgeable financial planner, who is totally responsive and most importantly trustworthy.
Dennis Beaudoin
Retired-Electronic Engineer, Nav Canada
Client since 1990
Julie and Greg Oleynik
Clients since 1990
I've asked Michael many technical questions over the years. He always takes the time to come back with well researched and complete answers.
Rob Meagher
Hearing Specialist
Client since 1990
I have had the pleasure of working with Jordan since 2022 for my tax and investing needs. Jordan is not only knowledgeable, but incredibly responsive and very patient, thorough and friendly when responding to all my questions.
Chantale Bessette
Education Admissions
Client since 2022
Michael, thank you for always watching my money and always keeping in touch.
Edwina Sutherland
Retired Businessperson
Client since 2014
It has been an absolute pleasure to work with Michael (since the launching of Personal Financial Solutions) as well as with Jordan (since his start with the team). Over the past many years, their knowledge and expertise have been very valuable sources of information and guidance, for any and all financial investment decisions we have made. We trust them wholeheartedly to provide us with the sound financial advice we need to help guide us successfully into our future as well as to realize our life's goals and dreams.
Contact Us
99 Holland Avenue, Suite 105, Ottawa, Ontario
Phone # 613-725-3447
FAX # 613-725-0349