Our Team

MacIntosh Financial Group Ltd. has put together a team of specialists to ensure that our clients receive efficient, expert and friendly service.

Peter MacIntosh, CFP

Senior Financial Advisor

Justin Wee

Associate

As your advisors, Peter and Justin will coordinate the financial planning process for you.  They will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future. 

Dayna Moran

Administration / Para Planner

Jacquie MacIntosh

Administration

Dayna and Jacquie provide the behind-the-scene support to ensure that the office runs efficiently and effectively.  They will update administrative information with you, arrange meetings for you with your advisor, and will direct your calls to the most appropriate person when you call.

New Look Business Centre

Reception and secretarial services are provided to us by the staff at New Look Business Centre.

Account Administration

Account administration is taken care of by MRS Inc.   MRS assists us by executing the trades that you and your advisor decide upon, by clearing and settling the trades, by providing custody services over the assets in your account and by sending various communications to you including confirmations, statements, and tax slips for your returns when applicable.  These services are referred to as “carrying dealer” services and MRS is one of the largest carrying dealers in Canada.  

Other Resources

Because your financial situation is often complex, MacIntosh Financial Group Ltd. often works directly with other professionals to design and implement the strategies that will help you to achieve your goals.  They rely on a network of professionals who provide technical advice as required.  Professionals that they work with include:

·        Estate Planning Specialists

·        Lawyers

·        Accountants

·        Mortgage Brokers

·        Personal Coaches

·        General Insurance Specialists