Conrad Montcalm

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.

His background includes the successful completion of the Canadian Securities course, the Branch Compliance Officers’ course, and the requirements leading to receiving his designation as Personal Financial Planner.  He is fluently bilingual.

Conrad’s successful approach is to begin by developing a comprehensive financial plan designed to achieve his clients short and long term goals. This process involves helping clients to clearly identify what their goals, investments, family structure, risk management, lending, tax implications and estate/succession planning needs are and all are part of the consideration to ensure that the client’s specific needs are professionally managed.

A special relationship with a client is developed through what Conrad believes is very important, and what he terms “a very participatory process”. He strives to assist his clients in learning more about investment planning with every meeting, and by doing so, de-mystifies the financial planning process, leaving clients feeling knowledgeable and comfortable in the decisions they make with his counsel.

He and his wife Nicole have moved back to Moose Creek, their hometown, after having lived in Rockland for over 35 years.  Nicole enjoys her career with the Federal Public Service.  Their daughter, Stephanie, is a successful human resource analyst with the Federal Government.  He enjoys being a grandpa, golf, fishing and spending time in the great outdoors.

“I make myself available to my clients on a regular basis at their home or at their place of business. When someone asks you to partner with them to help them to achieve their lifelong goals and dreams, they are bringing you into their family. I take this honor seriously, and always strive to continue to earn this valuable acceptance and recognition.”