Moe Mailloux Financial

Welcome to Moe Mailloux Financial Services, a full-service financial centre dedicated to helping you achieve financial success. Our team of experienced professionals is committed to providing you with expert advice and personalized solutions for your financial investments, insurance, benefits, and end-of-life planning needs.

At Moe Mailloux Financial Services, we believe in building long-lasting relationships with our clients. We take the time to understand your unique financial goals and circumstances, and work collaboratively to develop a customized plan that meets your needs. Whether you're an individual or a business owner, we have the expertise and resources to help you achieve financial success.

Investments

Our investment services are designed to help you grow your wealth and achieve your financial goals. We offer a wide range of investment options, including mutual funds, stocks, bonds, and segregated funds. Our investment advisors will work with you to create a diversified portfolio that aligns with your risk tolerance and investment objectives.

One of our unique investment offerings is goals-based investing. This approach allows you to align your investments with your personal financial goals, such as buying a house, paying for your child's education, or saving for retirement. With goals-based investing, you can see in real-time how close you are to reaching your financial goals and adjust your investment strategy accordingly.

Insurance

We offer a comprehensive suite of insurance products to help protect you, your family, and your business. Our insurance offerings include life insurance, critical illness insurance, disability insurance, and business insurance. Whether you're looking to protect your income, your assets, or your family's financial future, we have the right insurance solution for you.

Our insurance advisors will work with you to assess your insurance needs and provide you with personalized recommendations. We have access to a wide range of insurance providers, allowing us to find you the best coverage at the most competitive rates.

Benefits

At Moe Mailloux Financial Services, we understand that your employees are your most valuable asset. That's why we offer a range of employee benefits solutions designed to attract and retain top talent. Our benefits offerings include group benefits, retirement plans, executive benefits, and individual benefits.

Our benefits advisors will work with you to design a customized benefits package that meets your budget and your employees' needs. We have access to a wide range of insurance providers and benefits administrators, allowing us to find you the best coverage at the most competitive rates.

Our Team

Our team is our greatest asset. We have a diverse group of professionals with expertise in investments, insurance, benefits, and end-of-life planning. Our team includes Moe Mailloux Sr., a senior partner with over 40 years of experience in the financial services industry, and Moe Mailloux Jr., a partner with expertise in insurance and benefits.

Our team is committed to providing you with exceptional service and expert advice. We pride ourselves on being accessible, responsive, and proactive. We believe that building strong relationships with our clients is the key to success.

Community Involvement

At Moe Mailloux Financial Services, we believe in giving back to our community. We are proud supporters of local charities and organizations, including the United Way, the Children's Hospital Foundation, and the Heart and Stroke Foundation. We are committed to making a positive impact in our community and helping those in need.