ABOUT THE
Company
Our History
MacIntosh Financial Group was founded in 1985 by Cam MacIntosh. After many years working for a large financial institution 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 client-focused financial planning firm. Cam retired from the firm in 2005, after many years of outstanding service to his clients.
How we’re positioned
We are an independent financial planning firm. We provide mutual funds through mutual fund dealer Investia Financial Services 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 and life insurance companies operating in Canada.
We also have access to guaranteed investment certificates (GICs) and High Interest Savings products through a wide array of banks, trust companies and credit unions. Because of this we’re able to offer a broad selection of investment opportunities, retirement planning strategies, insurance protection and estate planning. We strive to provide solutions that make sense for each of our client’s needs.
How this benefits you
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 some of the largest financial institutions in Canada.
