MacIntosh Financial Group was founded in 1985 by Cam MacIntosh. Cam recognized a need for high quality, personalized financial planning services and he wanted to offer that to a select group of clients. He was joined in 1992 by his son Peter who now leads the firm. Together they worked to develop the Company into a first-class financial planning firm. Cam retired from the firm in 2005, after many years of outstanding service to his clients.
We are an independent financial planning firm. We provide mutual funds through mutual fund dealer FundEX Investments Inc.. We also hold a Life Insurance Brokerage License. This gives MacIntosh Financial Group the ability to provide to our clients the products of the various mutual fund companies and life insurance companies operating in Canada.
In addition, the Company has put in place agency arrangements with several trust companies, banks and credit unions, through which we have access to a wide variety of financial products for our clients.
Because of this structure, MacIntosh Financial Group can offer a broad selection of investment opportunities, retirement planning strategies, insurance protection and estate planning strategies. We strive to provide solutions that make sense for each our clients’ needs.
Clients of MacIntosh Financial Group enjoy the objective advice and personalized attention you would expect from a smaller, independent firm. They also receive the benefits and security of working with the major financial institutions in Canada.