Our Team

 

MacIntosh Financial Group has put together a team of specialists to ensure that our clients receive efficient, expert and friendly service.

 

Peter MacIntosh, CFP

Financial Planner

 

Justin Wee

Investment Funds Advisor

 

As your advisors, Peter and Justin will coordinate the financial planning process for you.  They will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future. 

 

New Look Business Centre

Reception and secretarial services are provided to us by the staff at New Look Business Centre.

FundEX Investments Inc.

FundEX Investments Inc. is our mutual fund dealer.

B2B Bank Financial Servies Inc

Account administration is taken care of by B2B Bank Financial Services Inc .   B2B assists us by executing the trades that you and your advisor decide upon, by clearing and settling the trades, by providing custody services over the assets in your account and by sending various communications to you including confirmations, statements, and tax slips for your returns when applicable.  These services are referred to as “carrying dealer” services and B2B Bank is one of the largest carrying dealers in Canada.  

Other Resources

Because your financial situation is often complex, MacIntosh Financial Group often works directly with other professionals to design and implement the strategies that will help you to achieve your goals.  We rely on a network of professionals who provide technical advice as required.  Professionals that we work with include:

·        Estate Planning Specialists

·        Lawyers

·        Accountants

·        Mortgage Brokers

·        Personal Coaches

·        General Insurance Specialists