Call us at: 1-877-999-8521

Corporate Mission

Thousands of Canadians in both public and private sectors rely on Montcalm & Associates Financial Group to develop, manage, promote & administer their group life insurance, health, disability, retirement plan,  pension plan and other benefit programs.

Montcalm & Associates Financial Group Inc. advises plan sponsors and their members on their benefits, plan governance, investment strategies, communications, managed care procedures, administration and financial planning. We administer plans for a large Ontario association, clients in the retail & wholesale sectors, municipal government, agricultural co-operatives and a prominent Ottawa engineering firm.

Established in 1994, Montcalm & Associates Financial Group has grown from a small, specialized provider to one of eastern Ontario’s fastest growing benefit consultancies, third party administrators and independent fully integrated financial services company serving Canadians in both official languages in Ontario & Quebec from its offices in Ottawa and Moose Creek. The reason for our companies success has been and continues to be our commitment to personal service and our commitment to exceed our clients' expectations by delivering value added service from a highly qualified staff.

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.

We will not allow our company or our staff to become complacent.
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