Les valeurs Desjardins sont liées à notre nature coopérative. Elles guident les employés, les gestionnaires et les membres des conseils d’administration dans leurs décisions. Elles sont source de mobilisation et servent de cadre de référence pour inspirer les actions et assurer un sens et une cohérence au sein de l’organisation.
L’argent au service du développement humain
Chez Desjardins, nous considérons l’argent comme un moyen qui favorise l’autonomie et le développement des personnes et des collectivités.
L’intérêt de nos membres et clients est au cœur de toutes nos actions.
Cooperative based financial planning to put the client first.
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
🔹 MFA-P® – Master Financial Advisor- Philanthropy. Assist with charitable giving and strategic legacy planning as part of overall financial and tax plans.
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.
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.