Our Clients

Our Clients include a Wide Range of Individuals.

We work with families, people preparing for retirement, retirees and small to medium size business owners that are looking to minimize risk and maximize their financial capabilities.

Our Expertise

  • Families wishing to establish a financial plan
  • People getting ready to retire who need to understand their options
  • People who are retired who are concerned about their financial security and preservation of wealth
  • Business owners that are concerned about protecting their business and succession planning

Testimonials

“I needed a package of mutual funds for my RRIF that would provide some capacity for investment growth while at the same time providing only a moderate level of risk. Jan put together an asset allocation that has worked very well over the last 5 or 6 years. I have received my annual RRIF payment as required by federal regulations and the principal has been retained at the same time. I am very pleased with the investment advice that I have received.”

“I have talked to Jan on a number of occasions about making changes in my investments. Each time Jan provided a range of possible products with differing characteristics and this was a big help in making decisions about where to invest. Sometimes the review would result in a decision to stand pat and other times it resulted in a sell and buy decision. Regardless of the final outcome, Jan was unstinting in searching for viable options.”

Robert C.

Robert Carman
President, NAMRAC & Associates Ltd.

“I have been dealing with Jan Russel of Russel Financial Services for over 10 years and have been very satisfied with the services I have received. Jan takes the time to understand my specific needs and takes a proactive approach in overseeing my investments. Over the years of dealing with Jan I have found he and his staff to be both knowledgeable and trustworthy. “The speed of the Leader is the speed of the pack”. As a result I have recommended Jan’s financial services to friends and family and will continue to do so because I believe in Jan and his commitment to the future success of my family needs.”

Jim G.

Jim Greenwood
General Manager (Retired)

“Jan has been taking care of my insurance and financial needs for over 10 years. I have found him to be very knowledgeable and professional in all our dealings, and at the same time looking out for my interests. More importantly, I found Jan to be an honourable person, something sorely lacking in today’s business world.”

Tony S.

Tony Sokic
Chartered Accountant, A M & T Consultants Ltd.

“Jan Russel of Russel Financial Services has handled my personal and professional insurance needs for the past 15 years. Five years ago, my company decided that it was time to develop a benefits program for the staff. Jan helped to develop a customized program that has been managed effectively since that time. There is no question that he is a very trustworthy and knowledgeable. His work is always detailed and done in a timely manner. He has taken time to understand my personal needs and the needs of the company. Over the years, he has presented and educated me, my husband and business partners about a variety of options and products that are suited to our needs. He does not push any particular product for his own benefit. The result is that I feel very well protected within my personal and professional life and know that he will continue to guide us toward products that make sense for us.”

Jane V

Jane Virro
Executive Director and Owner Cells for Life Cord Blood Institute Inc.

“We have been dealing with Russel Financial Services for over 11 years and we have been more than satisfied with the services and attention that we received during that period, from both Mr. Russel and his staff.

We would have no hesitation in recommending Russel Financial Services.”

Mr. A.M. S

Mr. A.M. Seymour
Administrator, ANDEC MFG. Ltd.

“I have been dealing with Jan Russel of Russel Financial Services for 3 years and have been very satisfied with the services I have received. From the beginning, he took the time to listen to us and address our needs with a personal touch. We live in Ottawa and he takes the time to visit us at our home twice a year to review our investment and address our concerns about our investments. We have a strong relationship with Jan; he cares about us more than my investments. I find Jan’s personal staff very professional, efficient and trustworthy. We feel at ease to deal with them when Jan is not available”

Louise D and Jean-Marc D

Louise Desrochers & Jean-Marc Desrochers,   M.Ed. (CCC) Retired RCMP
Wine Merchant Project Manager, Centre of Excellence
WineRack Constellation Wines Africa Programme, Pearson Peacekeeping Centre

We are longstanding customers of Russel Financial Services. Jan has been extremely diligent in understanding both my personal and my companies’ ongoing needs. He and his staff are a pleasure to deal with and we look forward to enjoying many more years of their professional service.”

Michael M.

Michael Moldenhauer
President Moldenhauer Group of Companies

“For the past 30 years I have had the good fortune to deal with the Russel family as my financial advisors, Initially with James Russel and subsequently the seamless transition to his son Jan.

Jan instinctively understands my position with regards to investing. He has proven over the years to be trustworthy, caring and most competent in this advisory capacity. Most important is his demonstrated listening skills, whereby he will offer suggestions while respecting my risk tolerance at all times.

My respect and comfort level extends to Jan’s assistant Margaret Waller who consistently provides the high level of service initiated by Jan.

Given my long term positive experience, I would not hesitate to recommend Russel Financial; a familial based firm that genuinely cares.”

Sandra W.

Sandra Wilding
Bank Manager (Retired)

“My wife and I both rely on Jan Russel for our personal and business insurance as well as our companies benefits program. He has worked with us for 15 years and has always been approachable, personable, knowledgeable and professional. We are confident that he has high ethical and moral standards for himself and his business associates. It is hard to find people to trust in today’s business environment. Jan Russel is one of them.”

Dr. Michael V.

Dr. Michael Virro
MD, FRCSC, Medical Director and Owner Cells for Life Ltd.

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