Helping Clients Achieve Financial Success For Over 75 Years.
Founded in Ottawa, Ontario in 1938 by A. E. “Lon” Campbell, MOORE FINANCIAL is now a 3rd generation family owned and operated independent financial planning firm. Within our Financial Planning process MOORE FINANCIAL offers among other things the following services: Insurance Planning , Investment Planning , Retirement Planning , Estate Planning and Business Planning which includes Group Benefits & Group Retirement and Executive Compensation . Our goal is to help clients achieve financial success based on their own definition of financial success. We do this by following a 6-step Financial Planning process with clients that helps them see where they are today versus where they want to BE and how we can help them get there. MOORE FINANCIAL primarily works with people who want to protect their families for today, build wealth for their future and then efficiently maximize the transfer of their hard-earned wealth to the next generation.