At Moore Wrinn Financial Group (MWFG), we provide comprehensive financial planning and investment advice to families, business owners, and professionals across the country.
With licensed advisors who hold CPA, CFP, and insurance designations, we bring both technical expertise and real-world experience to every client relationship. Our team also includes specialists in pension planning and group benefits, allowing us to support clients with complex needs—from individual wealth management to business and employee benefit solutions.
Whether you’re planning for retirement, exiting a business, or seeking to protect your family’s future, our process is personalized, tax-efficient, and goal-based. We offer deep insight into everything from RRSP and TFSA optimization to corporate-class investing, estate planning, and insurance strategies.
Proudly rooted in Eastern Ontario, MWFG serves clients coast to coast with offices in Cornwall and Ottawa and virtual meeting capabilities nationwide. We believe financial advice should be personal, practical, and built on trust—no jargon, just smart guidance tailored to your life.
To celebrate our new membership with the South Stormont Chamber of Commerce, we’re pleased to offer:
Complimentary Financial Review & Business Planning Session and Follow-up (Value: $500)
Includes:
– A full review of your personal and/or business financial picture
– Guidance on minimizing tax and maximizing retirement income
– Personalized recommendations on specific topic or full suite recommendations if you wish to engage the firm
– Insights into business succession, insurance strategies, and corporate planning