Montcalm & Associates Financial

Montcalm and Associates has established a strong reputation in the investment and benefit industry through our unwavering commitment to exceeding our clients' expectations. Our company is based in a small town in eastern Ontario, where every individual is valued and treated as an equal. We pride ourselves on our personal approach, ensuring that every client who calls us between 9:00 a.m. and 8:00 p.m. is taken in person and their inquiries are answered promptly and professionally. We have developed strong relationships with the companies we work with, and our same-day service policy is highly regarded and respected. Our professional affiliations enable us to deliver a broad range of ancillary services, including accounting, legal, and retail services. We have a proven track record of working with accountants from Canada's 5 biggest firms to local bookkeepers.

Our philosophy is to customize solutions to meet the unique needs of each individual client. We believe that one size does not fit all, and we encourage our clients to ask us what we can offer. We promise to do our best to meet all of their requirements. Our team of experienced professionals is dedicated to meeting and exceeding our clients' expectations, and we take great pride in enhancing their service experience.

Our Services

At Montcalm and Associates, we offer a wide range of services designed to meet the diverse needs of our clients. Our services include:

• Group Retirement Plans: We can help implement a retirement plan that suits your organization's needs, with a wide selection of expertly managed funds. Our group retirement plan services include RRSPs, DPSPs, RPPs, and TFSAs.
• Employee/ER Benefits: Our primary focus with our group clients is the implementation of a well-researched and unique plan design that is cost-effective and suitable to their organization. Our employee and ER benefits services include healthcare, dentalcare, health spending accounts, group life insurance, STD/LTD, and executive benefits.
• Life and Disability: We can help you evaluate your current insurance policies and determine if they are the best fit for your personal situation. We specialize in the larger, more complex corporate policies. Our life and disability services include personal life insurance, term/permanent life insurance, key-person insurance, and buy-sell funding.

We are committed to providing personalized services tailored to meet the specific needs of our clients. If you have any questions about any of our services or require assistance with further information, please contact us, and we will be happy to assist you in any way we can.

Our Team

At Montcalm and Associates, our team of experienced professionals is dedicated to providing exceptional service and delivering results. Our team includes:

• Gerry Montcalm: With extensive experience in the investment and benefit industry, Gerry is committed to exceeding clients' expectations and delivering personalized solutions.
• Cheryl Gravelle: Cheryl has a strong background in the financial services industry, and she is dedicated to providing exceptional service and delivering customized solutions.
• Stephanie Hehn: With a passion for helping clients, Stephanie is committed to providing expert advice and delivering personalized solutions.

Our team is committed to meeting and exceeding our clients' expectations, and we take great pride in enhancing their service experience.