Together, we co-create a plan—one that reflects your values, your goals, and your unique life story.
To bring depth and value to our work together, I hold:
🔹 RIAC – Responsible Investment Advisor Certification: empowering you with investment options that align with your values—supporting people, strengthening communities, and caring for our planet
🔹 CeFT® – Certified Financial Transitionist designation: A structured, repeatable process for managing the emotional and cognitive challenges of transition; tools to help you gain clarity, reduce overwhelm, and make confident decisions; as well as deep listening and guidance tailored to your pace and personal experience
🔹 CFP® – Certified Financial Planner: a designation I’ve proudly held since 1994, providing a strong foundation in comprehensive financial planning
🔹 CLU® – Chartered Life Underwriter: equipping me with advanced expertise in tax-efficient strategies, insurance solutions, and estate planning to help protect and preserve your legacy
Life isn’t just about numbers—it’s about navigating change. Whether you’re:
• Selling a business you’ve built from the ground up,
• Receiving a life-changing inheritance,
• Retiring and stepping into a new chapter,
• Or navigating the profound transition of losing a spouse or partner
These are just a few of the major life transitions requiring thoughtful, human-centered financial guidance that can make all the difference.
Let’s talk if you or someone you care about is facing a major life transition and want to ensure your values are considered.
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.
Our aim is to provide clients with excellent service, professional advice and adequate knowledge to match their risk tolerance and investment objectives, allowing them to meet their financial goals and helping them plan for a better retirement.
We treat clients with honesty and integrity and strive to develop better relationships with them.
Brian brings over 25 years experience in wealth management and over 20 years focused in Socially Responsible Investing. Especially experienced in helping clients align their faith, values, and dreams with their investment objectives. His firm offers full wealth management expertise including risk reduction and tax planning strategies for both business owners and individuals. His services include full financial and estate planning.
Mutual funds provided by Sterling Mutuals Inc.
As part of an independent wealth management firm, I guide my clients, helping them to preserve and grow their wealth over multiple generations. I specialize in advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping my clients pass on a legacy to their loved ones.
Through my investment management programs, I create tailored solutions to address my clients’ individual needs. Because I want to protect my clients’ hard-earned assets, I believe in a conservative investment approach focused on capital preservation and finding businesses that are growing their earnings faster than the competition. By implementing a Responsible Investment(RI) approach, I am able to incorporate environmental, social, and governance into investment decisions.
I hold myself to the highest levels of integrity and accountability to ensure that I am doing my absolute best for each and every one of my clients. I feel privileged to work with the families who come to me for wealth planning and I am passionate about making their lifelong dreams come true.