Over the last 25 years we’ve mainly built our business through referrals from existing clients. They have told us many times they refer us knowing that the people they introduce to us will be well taken care of.
In fact, in a March 2020 survey,
90% of our clients
indicated that they would recommend our team
to their family and friends
To us at McManus McIntosh Burns Wealth Advisory Group there is no greater compliment
You want a team that has continuously been at the forefront of the Canadian Wealth Management Industry. Our approach to wealth management, which relies upon the benefits of discretionary portfolio management and comprehensive financial planning, has proven to be effective through numerous investing cycles. We’ve tested our approach and we know that it works, yet that’s not the secret to our success...
The key to exceptional wealth management is good communication
Our regular communication with our clients helps them feel reassured they are on the right track to meet their financial goals. They know, should their situation change, they will have an entire team of experts actively engaged in mitigating any issues which may impact their financial future. This allows our clients to block out the noise that is out there and focus on what makes them effective and successful.
We’d like to introduce you to a different way of managing your wealth
We want to invite you into a dynamic partnership with an entrusted team of experienced wealth advisors, all of whom will be responsive to your individual needs and actively engaged in the pursuit of your financial goals.
Call us to discuss further
We want to learn more about your financial goals, what experiences you’ve had as an investor and how, as a client of McManus McIntosh Burns Wealth Advisory Group,
we can exceed your expectations
At BMO Nesbitt Burns, we care about the safety of our clients and professionals. To help keep you and our team healthy, and to support public health efforts to manage the spread of COVID-19, our office is closed to public traffic during this time. We are still open for business, and happy to connect by email, phone or using one of our virtual meeting options. Thank you for your understanding. Your safety will always be our priority.
Andrew, Drew and Chris discuss trends they are seeing in the market place as of July 2, 2020