Testimonials

"We first met Gerry in 1990 when I re-located my medical practice to the newly built Moose Creek Medical Centre which he spearheaded. Over the years Gerry has graduated from a good friend to an advisor. My wife Suzanne and I have received excellent investment advice, some very specific tax planning strategies and an introduction to an accounting firm specialized in our field. We value Gerry’s advice and our relationship with his team." - Dr. Daniel & Dr. Suzanne Lacroix

"Since April 2003, I have enjoyed the professional and yet simple approach Conrad brings to the table. He is always well-prepared for our brief but regular meetings to discuss my portfolio. As a busy sole legal practitioner I unfortunately have little time to spend reviewing my personal investments. Conrad makes it fun and profitable." - Michel Parisien, Barrister and Solicitor, Woods, Parisien Hawkesbury, On 

"Our companies and family have entrusted our group benefits, insurance, and investments to Montcalm & Associates since 1994, we have never met anyone else that measured up or could offer us their excellent level of value added service and advice..." - George Villeneuve, Villeneuve Group of Companies, Maxville, On 

"Thank you so much for doing an excellent job with our investments. Susan and I are happy to have switched over to you. We are so grateful to you Gerry, Cheryl and to everyone at Montcalm & Associates. Take care Big Guy!" - Susan and Ritch Ross, Kimberley, BC

"Since April 2002, our association's group benefits have been expertly handled by Gerry and his team at Montcalm & Associates. They have saved us hundreds of thousands of dollars and replaced a large national benefit consultant that could not offer the level of personal service and same day response as Montcalm & Associates do.” - James Dale, Insurance Committee Chairman, Ontario Milk Transport Association

“During the ten years we have worked together on my portfolio, I have been very pleased with the expert, timely and personal investment advice I have been given. The performance of my investments and the careful attention they have received has left me free to pursue other interests, knowing that I am in good financial hands. Thank you!" - Lionel Lustgarten, Retired Law Professor, Alexandria, On

“Montcalm & Associates Financial Group has serviced and administered our companies group retirement plans since 2001. Their recommended plan design that we adopted has saved us thousands of dollars in payroll taxes and our employees really appreciate the returns and sound investment advice they receive – any time they ask!” - James Benson Vice President – Controller, Autoparts Extra, Benson Tire, Cornwall, On