Our Clients

Our clients are the reason we look forward to work everyday. At MacIntyre Financial, we care deeply about being of service and helping people define and achieve their goals. We focus on educating our clients about their financial options so they can knowledgeably make the choices that will work best for them.

Many of our clients come to us in mid-life; some have already begun saving and investing in their future, others have realized they need a trustworthy advisor to help them get started. Often empty-or-about-to-be nesters, they want to build a stable future for themselves and their descendants. Many are in the "sandwich generation", guiding their children into adulthood and assisting aging parents while building their own careers.

Some clients have considerable RRSPs and financial portfolios when they come to us and are ready for a comprehensive approach to planning for life after work.

A few of our clients are establishing themselves in their chosen careers and may have young families. They are often preparing for the costs of educating their children, managing a growing investment portfolio and wanting to make sure their loved ones will be protected in the future.

Business owners and entrepreneurs appreciate the level of detail and attention we pay to providing their employees with suitable benefit and retirement plans. Owners have specific needs to protect the key people within their companies so that the business is not unduly impacted by an untimely death or illness. Succession planning, life insurance and coverage for overhead expenses are just a few of the ways we help business owners sleep at night.

At MacIntyre Financial, "client-focused, team-driven" is more than a slogan; it's how we work, every day.

What matters to you, matters to us.

We want to meet you

Contact us to book a consultation.

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Bonny Vandertogt

Never have I felt more comfortable and secure with any Financial Advisor than I have...
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Brian and Helen Kirkwood

My wife Helen and I have known Shelley for several years. Shelley has always had our...
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Sheila and Lloyd Kellett

We would definitely recommend Shelley for all your financial security advice. Over...
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Jocelyn and Travis Mountenay

From the first time we met with Shelley and the team at MacIntyre Financial we knew...
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Sherry and Rob Barker

Shelley and her team are amazing to deal with! My family has been dealing with Shelley...
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Bob and Brenda Fisher

Our family has been with Freedom 55 Financial since the early 1980’s. For many years we...
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