McAuley Financial Services

I have been working with Angela Houle and her team for more than one year now, and I have been very happy with their work and support throughout the process. At the beginning of our relationship, they asked me to complete a form that helped give both me and the team a clearer sense of my financial goals and my risk tolerance when it comes to investments. That process was very informative for me personally, as it also helped me better understand my own relationship to financial risk and long-term planning. Afterward, Angela took the time to walk me through the results and explain what they meant in practice, and based on that, they provided thoughtful recommendations that made sense for my situation and goals. Angela has also been helping me think through what would be needed for long-term financial planning and retirement. As an immigrant woman of colour who is still relatively new to navigating these systems, it can sometimes feel difficult to know what is possible or how best to plan for the future. I have really valued Angela’s patience, clarity, and willingness to take the time to explain things carefully and thoughtfully. I highly recommend Angela Houle and the McAuley Financial Services team.