Just Starting Out

When you start planning for your financial future, you have many competing priorities.

Do you invest in a home, your children's education, or start saving for retirement? Do you need term or permanent life insurance? What's the difference? Trying to understand your options can quickly feel overwhelming.

At MacIntyre Financial, we understand that everyone's circumstances are unique. First, we'll sit down with you to learn about you, your current situation and your goals for the future. We'll help you understand the four cornerstones to a solid financial plan that will help you reach those objectives and then make recommendations on how you should begin. With our client focused approach, we tailor your plan to your needs, desires and goals.

With our guidance, you'll make the choices that work best for you. And as your needs change over time, we'll help you adjust your plan to keep your goals in focus.

Client focused, team driven - for your future. 

A financial plan tailored to fit your specific needs.

What matters to you, matters to us.

We want to meet you

Contact us to book a consultation.

Contact Us
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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