Financial Advisor, Estate Planning, Insurance, Mortgage Broker and Loan Referral Services.
Jeff has focused his practice on helping high-net-worth clients implement comprehensive financial strategies that help them reduce unnecessary risk from their portfolios, reduce taxes, and utilize estate planning strategies. He believes every person should have a financial plan to use as a planning guide, and then look to reduce or eliminate the situations that could [...]
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Vision
I help my clients ensure their desired lifestyle by implementing comprehensive and customized financial strategies developed and fine-tuned over my 27 year career.
While my clients are looking for financial peace of mind the financial industry often focuses on short-term perspectives and market “noise” which could lead to costly decisions based on emotion. It’s my [...]
Today is a good day to empower yourself and your family…
To think about your financial tomorrow - People with a financial plan worry less and save more.
Together, we can create a financial plan to help you:
Know where your money is going
Understand where the money will come from for your family’s changing needs [...]
We are committed to our clients. Since 1975, Bob McIntosh has been developing innovative and practical strategies to help our clients achieve financial growth and security. Our variety of services and expertise reflect today’s changing personal and business environments. “We strive to exceed client’s expectations.” What You Can Expect From Us… A relationship built on [...]
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John Fisher is President of Bridgeport Asset Management, a portfolio management and investment counseling firm based in Toronto which serves the wealth management needs of individuals and families. John has nearly 20 years of business and investment experience. Before founding Bridgeport, he served as a Managing Director at Clairvest Group, a Toronto-based private equity firm [...]
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Through in-depth discussions and careful planning, I am able to help clients to build and protect their family’s net worth, while achieving their desired financial goals efficiently and responsibly. Using my own experience and the expertise of Investors Group’s in-house specialists, I can provide clients with the most efficient wealth creation and preservation strategies available [...]
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My brother's estate is in Ontario. He died without a will. I am a joint trustee. His ...
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Dean,
Wow.. I'm sorry I struck a wrong cord with you. At the time I posted this comment about the AMP, ...
If my husband and I are in proposal when our mortgage is up for renewal, what will likely happen? Will ...
Hi, I was wondering where I could go to get E&O insuance as a newly graduated Home Inspetor? 
Matt, you might want to do your homework! With the exception of NB & PE, all provinces have regulations. Also ...
Dear D. Rosenberg:
My advice depends on how much you are withdrawing from savings each year. Also, ensure that when you ...
I am trying to locate the Estate Trustee for an author who died in 87 and his wife who died ... Dear Annie
To help me answer your question can you tell me which 'pension' you are referring to? Is it the ...
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