Your Partner for Financial Success
Our History
Moore Financial has been a trusted partner in financial success since 1938. Founded by A.E. "Lon" Campbell, our family-owned and operated firm has been dedicated to helping individuals and businesses achieve their financial goals. With over 80 years of experience, we've developed a deep understanding of the financial needs of our clients and the Ottawa community.
Our Planning Process
At Moore Financial, we believe that success starts with a clear plan. Our 6-step financial planning process is designed to help our clients achieve financial success, tailored to their unique goals and circumstances. We take the time to understand your aspirations and developed a personalized plan to help you achieve them.
Services & Solutions
We offer a wide range of services and solutions to help our clients achieve their financial goals. From wealth planning and transfer strategies to group solutions and retirement planning, our team is dedicated to providing unbiased financial advice and guidance.
Individuals & Families
Whether you're just starting your financial journey or nearing retirement, we're here to help. Our experienced team will work with you to develop a personalized plan to help you achieve your financial goals, whether it's saving for a major purchase, planning for retirement, or protecting your loved ones.
Business Owners
As a business owner, you work hard to build and grow your business. At Moore Financial, we understand the unique financial needs of business owners, including group benefits and retirement planning, key person insurance, and more.
Retirees & Pre-Retirees
Whether you're approaching retirement or already living your golden years, we're here to help you make the most of your hard-earned savings. Our experienced team will work with you to develop a personalized plan to help you achieve your retirement goals, whether it's living the lifestyle you've always dreamed of or traveling the world.
Meet the Team
At Moore Financial, we're proud to have a team of experienced and dedicated professionals who are committed to helping our clients achieve financial success. From our President, Jeremy Moore, to our Client Sales Assistants, Sharon and Maryane, we're proud to offer personalized service and expert guidance.
Our Team
Jeremy D. Moore, President of Moore Financial, Life Insurance Advisor and Financial Advisor with Manulife Wealth Inc.
Sharon Young, Senior Service Manager, Moore Financial
Maryane Derouin, Client Service Administrator, Moore Financial
Customer Service Issues
Some customers have reported having a poor experience with the company's customer service. The woman who answered the phone was described as extremely unprofessional, using professional jargon that was unclear to the customer. When the customer didn't understand what was being asked, the woman became frustrated and eventually hung up on the customer.
Long-Term Trust and Satisfaction
On the other hand, many customers have reported having a positive experience with the company, citing trust and reliability as key factors. Some customers have been with the company for over 25 years and have reported receiving fast, accurate, friendly, and professional service. Others have mentioned that the company has handled their family finances for over 30 years, giving them peace of mind.
Specific Praise for Staff Members
Some customers have praised specific staff members, such as John, who has been described as reliable and responsive. He has handled customers' finances with great care and has been flexible when needed.
Problems with Filing and Billing
One customer reported a problem with filing their taxes and was charged $500 without their taxes being filed. Despite multiple calls and emails, the issue was not resolved.
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