Our Company

MacIntosh Financial Group Ltd. was founded in 1985 by Cam MacIntosh (originally as Cameron MacIntosh & Co. Ltd.).  Cam recognized a need for  high quality, personalized financial planning services and he wanted to offer that to a select group of clients.  He was joined in 1992 by his son Peter who is now the principal of the firm.  Together they worked to develop the Company into a first-class financial planning firm.  Cam retired from the firm in 2005, after many years of outstanding service to his clients. 

We are a fully independent financial planning firm.   The Company is licensed as a Mutual Fund Dealer and as such, is a Member of the Mutual Fund Dealers Association of Canada.  We also hold a Life Insurance Brokerage License.  This gives MacIntosh Financial Group  the ability to provide to our clients the products of the various mutual fund companies and life insurance companies operating in Canada.

In addition, the company has put in place agency arrangements with several trust companies, banks and credit unions, through which we have access to a wide variety of financial products for our clients.

Because of this structure, MacIntosh Financial Group can offer a broad selection of investment opportunities, retirement planning strategies, insurance protection and estate planning strategies to suit all our clients’ needs. 

Our back-office administration is provided by MRS Inc., the largest provider of these services to independent mutual fund dealers.  Through MRS our clients receive state-of-the-art reporting and have convenient and secure, online access to their account information when they want it.

Clients of MacIntosh Financial Group enjoy the objective advice and personalized attention you would expect from a smaller, independent firm.  They also receive the benefits and security of working with the major financial institutions in Canada, because of the firm’s working relationships held with these institutions.