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Our Executives
Gerry Montcalm has been employed in the financial services industry for 36 years and for the past 17 years as an independent financial advisor, specializing in financial planning, group insurance and retirement benefits. Learn more...
Conrad Montcalm has served the financial services industry for more than 35 years. Since 1991 he has specialized in the area of his greatest interest, financial planning. Learn more...
Steven Montcalm has been a registered insurance broker since 1998 and is employed as a commercial insurance account executive with Marsh Canada. Learn more...
Cheryl Gravelle joined our firm on August 29, 2005 as our office manager and heads our administration and client service department. Cheryl's years of varied experience dealing with clients in banking, investments and insurance issues provides her with a superb understanding of our clients needs. Learn more...
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 Person-All Service Commitment -
Gerry’s and Conrad’s combined nearly 70 years experience in the investment industry has taught them that meeting client needs isn’t enough, you have to exceed their expectations. Learn more about our Person-All service commitment...Our Corporate Mission -
Our Mission is to have qualified personnel provide exceptional service and to personally respond to every inquiry the same day. Additionally, we commit to communicating our response and delivering our customer service in a value added, thoroughly researched approach. Learn more...In Our Community -
Montcalm & Associates Financial Group has always played an active role in our communities. We are very much involved in the neighboring eastern Ontario communities of Ottawa & Cornwall. Learn more...Our Team Players
Huguette MontcalmHas assisted Gerry in the family firm since day one. Her full time employment as a research analyst with Statistics Canada has provided her with a wealth of knowledge that is a tremendous asset to the company. Learn more...
Ronnie MontcalmIs our technology expert. By day, he manages the Cornwall office of First General Services URA, a disaster restoration firm. Nights and weekends find him applying his computer trade at our offices. Learn more...