MacIntosh Financial Group is a personal financial planning firm based in British Columbia, Canada.
We serve clients on the Sunshine Coast, Vancouver and the Lower Mainland, and all over the province.
MacIntosh Financial Group is a personal financial planning firm based in British Columbia, Canada.
We serve clients on the Sunshine Coast, Vancouver and the Lower Mainland, and all over the province.
Build Wealth. Build a Better World. We can help you do both. We’ve been advising individuals, families, professionals, and small non-profits and endowment funds for more than 20 years. We use proprietary screens and select money managers to manage portfolios on both a discretionary or non-discretionary basis, all with a responsible investment focus. Our caring services include retirement, estate, and legacy planning to ensure our clients’ wealth helps them achieve their goals through all stages of their life.
With over 25 years experience, my objective is to provide sound financial planning advice, reviewed and updated regularly, so my members will have the resources to realize their aspirations and stay on track. Building long-term relationships is the best way to help my members to explore the financial planning options that are best at each stage of life. Whatever their short or long term financial goals – buying a home, paying for education, reaching retirement goals or leaving a legacy – I will work with my members to help them get there. I want to ensure that they have the financial resources to stay on track and meet their goals.