Our Process

At MacIntyre Financial, we are client focused and team driven.

Our aim is to give you, our client, a solid financial plan designed to help you create the life you want. 

The team consists of Shelley MacIntyre and our staff, our internal product managers, and, of course, you.

We work together for a common purpose so an important part of our process is making sure you and we are a good fit. We do this through discovery meetings.

We stay in touch with you and review your portfolios regularly to remain on target with the goals we set as a team.

MacIntyre olive tree

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...
... more

Brian and Helen Kirkwood

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

Sheila and Lloyd Kellett

We would definitely recommend Shelley for all your financial security advice. Over...
... more

Jocelyn and Travis Mountenay

From the first time we met with Shelley and the team at MacIntyre Financial we knew...
... more

Sherry and Rob Barker

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

Bob and Brenda Fisher

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