Who We Are

Bob McIntosh, CFP, CLU, CH.F.C.
Financial Consultant with McIntosh Financial Services and Associates Inc.
and
Financial Advisor with Manulife Securities Investment Services Inc.

Bob entered the Insurance/Financial Planning Industry in 1975 andBob1 has been serving clients in the Niagara Peninsula ever since. He continually enrolls in industry courses and conferences to maintain industry standards that meet his clients’ expectations. Bob has,  achieved three highly recognized industry designations:

  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (CH.F.C.)

These designations provide advanced knowledge in Wealth Accumulation, Retirement Planning, Life/Health Insurance and Estate Planning. He continues to volunteer for many leadership and administrative roles and has been involved with the Canadian Association of Insurance and Financial Advisors, as well as his local church.

Bob’s dedication to family, community and business is appreciated by hundreds of clients and friends.

Email Bob McIntosh

 

Brenda Lee, Marketing Assistant
with McIntosh Financial Services and Associates Inc.
and
Manulife Securities Investment Services Inc.

Brenda became a member of the McIntosh Financial Services and Associates Inc. team in 2008; and successful completed her Mutual Funds Licence in 2009. As Marketing Assistant, Brenda manages the day-to-day activities of our front office. Brenda brings over 25 years of Office Administration to McIntosh Financial. Not only is she very knowledgeable and helpful, but she is also compassionate, highly motivated and dedicated to customer service. Ongoing education and improving is important to Brenda. When you have questions or concerns, Brenda is a great resource to get them answered or to refer you to the right place or party.

Email Brenda Lee