Our Philosophy - Financial Planning With MacIntosh Financial Group Ltd.

We provide comprehensive financial planning to our clients. If we develop a successful working relationship with you, we can help you to achieve your goals.

Planning for Critical Financial Events

We view financial planning as a process rather than a one time event.  It is the process of planning for or reacting to critical financial events.  Your life will have its own pattern of critical financial events.  Critical financial events are sometimes predictable and are often random or unexpected.  They are as diverse as changing careers, buying a house, retiring, or the birth of a child or grandchild.  They always have a profound impact on people’s lives.  Our purpose in financial planning is to cushion the effects of the critical events in your life so that you stay on track and reach your financial goals and objectives.

Financial Independence

Financial independence can be defined as having sufficient income from your own resources (investments) to sustain your living expenses.  This financial independence opens up a world of choices to you.  It means having the freedom to spend your time doing the things that you want to do.  Financial independence doesn't just happen though.  It's the result of a well-thought out and well-executed plan.  Financial independence is within the grasp of anyone willing to put a good plan in place and willing to do the few simple things necessary to attain it.  We're here to help our clients through that process.

What You Can Expect From Us If You Become Our Client

You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.   We will:

• Treat you with respect, honesty and dignity

• Act as your agent, putting your interests first

• Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame

• Explain the implications of the strategies we propose

• Update you by email, mail and phone 

• Meet with you regularly to review your Personal Financial Plan

• Always deal with you in complete confidentiality

What Is The Next Step?

If you would like to pursue this further with us, please contact us.  We will arrange a time to meet with you, either in person or via telephone and discover together whether or not we can form a good, mutually successful working relationship.