About Us
Our Executives
Gerry Montcalm has been employed in the financial services industry for 44 years. He founded his own company in February 1994 which specializes in financial planning, employee benefit and retirement plans. Gerry is fluently bilingual. Gerry is a Benefit Consultant with Montcalm & Associates Financial Group Inc. Learn more...
Conrad Montcalm, Financial Advisor, PFP has served the financial services industry for more than 45 years. Since 1991 he has specialized in the area of his greatest interest, financial planning. Learn more...
Steven Montcalm, Commercial Account Executive, Gifford Associates has been a registered insurance broker in the Property & Casualty business since 1998. Learn more...
Cheryl Gravelle graduated from Algonquin College in Ottawa as a business administration assistant in 1980 to start her career as a legal secretary. Learn more...
Huguette Montcalm, Market Research Analyst has assisted Gerry in the family firm since day one. 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...