What We Do

At McIntosh Financial Services and Associates Inc., we provide the following wide range of services for our clients:

Insurance Planning

We will help you assess your insurance needs now and will reassess them regularly because as your situation in life changes, your insurance needs may do the same. We are committed to helping you find the appropriate type and amount of coverage for you, your family, and/or your business.

Retirement Planning

In addition to offering financial security, a good retirement plan should be diversified enough to protect against lower interest rates and market fluctuations and to give retirees independence and the ability to enjoy retirement to its fullest. Our goal is to help you realize your financial dreams for retirement with a sense of security and peace of mind.

Financial and Tax Planning

Setting your own goals is important. We want to help you develop a plan specific to your long-term and short-term goals, and then provide you with the continuous service, expertise and knowledge to accomplish your objectives in order to keep more of your hard-earned money working for you.

Estate Planning

The planning process will include family, friends and charities that you care about. We want your wishes to be respected, even by Canada Revenue Agency.

Investment Planning

Our sound investment expertise always begins with a full research and analysis of your current positioning and goals. Once a plan is implemented, we will provide a complete summary of your investments each quarter. You’ll have everything you need to track your investments in one report.