Bob McIntosh, CFP, CLU, CH.F.C.
Financial Consultant with McIntosh Financial Services and Associates Inc.
Financial Advisor with Manulife Securities Investment Services Inc.
Bob entered the Insurance/Financial Planning Industry in 1975 and 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.
Joanne Hannigan – Assistant to Bob McIntosh
Joanne is a member of the McIntosh Financial Services and Associates Inc. and Manulife Securities Investment Services Inc. team.
As Assistant to Bob, Joanne manages the day to day activities of our front office and shares Bob’s
dedication to family, community and business.
Joanne’s academic background includes a post-secondary education in Academic Business Accounting in combination with well over 10 years of Business and Office Assistant/Coordination experience. She is a highly motivated and ambitious individual dedicated to meeting the needs of our clients to ensure their expectations are met throughout all aspects of the financial planning process.