The starting point for achieving your goals is a personalized financial plan.
We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns, and opportunities you face at every stage of life. We develop a comprehensive financial plan that includes projections to determine if you are on track to meet your goals such as retirement, estate and risk management.
The expertise that you would normally expect to only find at a family office is now available through The McIntyre Group.
Leaning on experience and industry accreditations, our team brings financial peace of mind to clients like you.
A disciplined process is the key
The starting point for achieving your goals is a personalized financial plan. No matter how simple or complex your needs, The McIntyre Group can create a plan that is tailor-made for you.
What we do
Our comprehensive wealth management approach incorporates financial planning, portfolio management, tax and estate planning. We are here to help you prepare, prioritize and plan for your future, while protecting you from the unexpected.
To start we discover. We explore your current financial situation and establish your specific investment and wealth management goals.
Next we work on strategy. Based on our discovery session, we develop your unique wealth management strategy. This includes building a fully personalized investment portfolio, and discussing what tax, estate, insurance and charitable gift planning may be helpful for your situation. This may involve engaging our own professional network of specialists or collaborating with your existing tax and legal advisors.
Implementation of the plan happens using sound investments of the highest quality while providing the highest level of ongoing client service and support. Updating and reviewing the plan and investment portfolio varies with each unique client need.
The result is a clear roadmap of the future to help you realize financial security at each stage of your life. It will feature a custom portfolio to meet your investment objectives while recognizing your willingness to accept risk and a process flexible enough to maximize your financial returns.
How we do it
- A customized financial plan and solutions that reflect unique clients needs
- A service schedule that works for you
- Access to our team of specialists
- Open dialogue with your existing advisors
- Education on products and topics of interest
- Next generation mentoring and family meetings
- Legacy planning and philanthropy
- A strategic head coach
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.