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Montcalm & Associates - 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!
Let Montcalm and Associates assist you in forming your comprehensive retirement plan today with our 10 step...
Particip-Action Planning Process
At Montcalm and Associates Financial Group, we believe that the preparation of a financial plan is a life changing experience. It is only through a participatory process where all participants get involved that a truly personalized future planning document and process can be developed.
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Montcalm & Associates Financial Group’s consultants help organizations design and implement their benefits programs.
Montcalm & Associates Financial Group was founded on rural values. We understand the importance of family and community. We can help you evaluate your current insurance policies and determine if they are the best fit for your personal situation.
Investment Affiliations
Independent Planning Group Inc.
As the name suggests, Independent Planning Group Inc. Is an independent company. It offers its clients a level of personal service that most other financial institutions simply cannot match! Learn more..
Our office has a great relationship with Manulife Financial. Our firm’s large asset base in company retirement benefit plans has given us a competitive edge to negotiate lower Investment Management Fee Rates for our clients. These rates are some of the lowest in the industry and in the country. Learn more..
Gerry Montcalm is very proud of having been chosen as one of the founding directors and shareholder of Brigata Capital Management. Our close association with this firm allows us to meet the very experienced fund management teams from both the mutual funds that Brigata offers. Learn more..
Our office is proud of our relationship with Doherty & Associates Investment Counsel, an Ottawa based private investment management firm managing wealth for our high net worth clients with upward of $500,000 in investment assets. Learn more..