At MacIntyre Financial, we work with clients in their prime earning years in the Quinte area to identify their financial goals, prepare custom financial plans and provide ongoing team support to achieve those goals. MacIntyre Financial has a strong relationship with Freedom 55 Financial and access to independent resources to offer a broad range of personal insurance and investment products as well as banking solutions for companies and individuals. With a reputation for genuinely caring about our clients and a team-driven philosophy, we are focused on our clients every step of the way.
Everyone’s economic and life situation is unique, and we keep that in mind when providing financial security advice. We believe that personalized service is essential when matching clients with the right financial security products and services.
Together we will use your personal goals to build a financial security plan focused on your specific needs. We understand our clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. We believe a financial security plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan. If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have.