Welcome to the MC Wealth Management Team! For 25 years we have been helping Canadians live better lives by optimizing their personal finances and investments. We help our clients by (1) developing financial plans, (2) managing their investments, and (3) providing financial advice. Our exprience is backed by impressive qualifications and expertise. Fellow of the Canadian Securities Institute, Certified Financial Planner, Certified Canadian Investment Manager, and Chartered Professional Accountant are only some of the qualifications that make the MC Wealth Management Team outstanding in our field. Of note, our team is licensed to deal with U.S. clients and IRAs. We specialize in offering discretionary investment management services and financial expertise to busy professionals, private business owners, retirees, and those nearing retirement. Common situations we help our clients with are:
Family, Estate, and Legacy Planning
Business and Real Estate Transactions
Tax Efficient Investing
If this sounds like you we are happy to speak. Contact us. If you would like to receive our newsletter click here.