Hatch & Muir

Hatch & Muir is an independent financial planning firm dedicated to providing unbiased and professional advice on financial, retirement, and estate planning. Established in 2001, the firm has been committed to adhering to the founders' principles of developing solutions and providing unbiased, professional advice. Our clients' interests always come first as we help them manage and control their financial assets while they are alive and well, and take care of them and their family in the event of a critical illness, injury, or death.

Our Services

At Hatch & Muir, we offer a comprehensive range of financial services, including:

• Financial Advice: We provide customized financial advice to help our clients achieve their financial goals. We take a holistic approach to financial planning, considering all aspects of our clients' financial situations, including their income, expenses, assets, liabilities, and risk tolerance.
• Retirement Planning: We work with our clients to create a retirement plan that fits their lifestyle and retirement goals. Our retirement planning services include investment planning, tax planning, and estate planning.
• Estate Planning: We help our clients protect their assets and ensure that their wishes are respected, documented, and carried out. Our estate planning services include will and trust planning, powers of attorney, and probate planning.
• Financial Planning: We offer a comprehensive financial planning process that includes setting financial goals, analyzing the client's current financial situation, developing a plan, and implementing and monitoring the plan.
• Educational Seminars: We provide educational seminars on various financial topics, including retirement planning, estate planning, and tax planning.
• Pensions: We help our clients understand their pension options and make informed decisions about their retirement income.
• Group RRSPs: We offer group RRSPs to employers to help their employees save for their retirement.
• Annuities: We provide annuities as a retirement income option.
• Segregated Funds: We offer segregated funds as an investment option that provides guarantees and protection.
• Insurance: We offer a variety of insurance products, including life insurance, disability insurance, critical illness insurance, long-term care insurance, health and dental benefits, and group benefits.

Our Team

Hatch & Muir is proud to have a team of experienced and qualified financial professionals. Our team includes:

• Robin Muir, CFP, CLU, CH.F.C., Financial Planner, and President: Robin has been advising and implementing financial strategies with individuals and corporations since 1982. He holds designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CH.F.C.). Robin is the founder and president of Hatch & Muir Inc.
• Dave Fracy, CFP, BA, Financial Advisor: Dave joined Hatch & Muir as a financial advisor in October 2016. He holds a FPSC Level 1 Certification in Financial Planning and brings an extensive business background to the team with a broad skill-set in operations, processes and planning.
• Tammy Irvine, Office Manager: Tammy has extensive experience in customer service and administration. Before joining Hatch & Muir, Tammy worked as the Operations Manager within the Travel Industry for over 14 years.
• Whitney Roy, Administrative Assistant: Whitney is our cheerful receptionist and has over 10 years experience in a variety of hospitality and administrative positions.