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 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.

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. As Marketing Assistant, Brenda manages the day-to-day activities of our front office. Brenda brings over 20 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

 

Paul Blayney Hons. B.A, CLU, CH.F.C., Associate Advisor

Paul entered the life insurance industry as an administration officer but quickly learned of his preference for dealing with clients directly. He began his sales career in 1981 and soon after was given the opportunity to share his passion for the industry as a field trainer. Paul traveled all across Canada training new agents in proper sales practices, all the while maintaining his knowledge base with industry courses. After numerous years in a training capacity, Paul recently reobtained his life insurance license so that he could once again help clients meet their financial goals. Paul continues to update his knowledge and skills in order to maintain industry standards and meet clients’ expectations. Paul completed numerous insurance-related programs over the years and has achieved two highly recognized industry designations:

  • 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.

Paul continues to volunteer for many agencies, including Multiple Sclerosis, Cystic Fibrosis, Cancer and Heart and Stroke, and has been involved in many other causes over the years. As an avid photographer you may have seen him photographing anything from an organized walk to charity golf games. If you are involved in such an event, ask – he can help out with your event.

Paul’s dedication to family and community has touched hundreds of clients and friends. He looks forward to working with you.

Email Paul Blayney