Empowering our clients to take control of their financial futures
Who We Are
Meckelborg Financial Group is a Saskatchewan-based boutique investment firm that aims to change the way Canadians invest. We are a team of dedicated professionals, each with our unique skill set and knowledge base, committed to improving the lives of our clients, team members, and families. Our mission is to continually improve our business and ourselves to serve and perform at higher levels in all facets of our lives, creating an improved quality of life for everyone we touch.
What We Do
At Meckelborg Financial Group, we are dedicated to providing wealth management solutions that bridge the gap between Canadian investors and institutional investor opportunities. Our services include:
Investments
We are looking beyond traditional asset classes and providing our clients access to alternative investment strategies across North America. Our portfolio managers collaborate with clients and their professionals to create individualized retirement plans that are fully customized to meet their specific needs and goals. We are more than just numbers and believe in the power of financial advice to change lives for the better.
Insurance
We work with our clients to source out insurance products that will complement their existing portfolios and address the findings outlined in their needs analysis. We provide life, critical illness insurance and group plans (among others) to ensure our clients' financial security.
Financial Planning
Our team of portfolio managers collaborates with our clients and their professionals to create individualized retirement plans that are fully customized to meet their specific needs and goals. We believe that financial planning is an ongoing process that requires regular monitoring and adjustments to ensure that our clients stay on track to meet their financial goals.
Our Differentiators
Our licensing, platform, and team approach are three key components of our business that separate us from the pack and allow our clients to benefit from a greater scope of products and services. We have the highest licensing, greatest fiduciary responsibility, and ability to create in-house investments to best service our clients. Our licensing gives rise to our unique platform, which is what we have affectionately dubbed as our "One-Stop-Shop." Clients are able to have their investment portfolios, their insurance needs, their taxation strategies, and their retirement planning completed all under one roof. By consolidating these elements, we are simplifying a notoriously complex process and creating a value-add for our clients.
Our team approach sets us apart and has easily become one of MFG's favored differentiators. We have a strong team with each member having their own specific skill set and knowledge base. Our clients truly benefit from this breadth of knowledge and expertise. Rather than having one individual advisor monitoring their account, our clients have six Portfolio Managers reviewing, analyzing, and rebalancing their portfolios to ensure the end product matches the end goal.
Excellent Service and Professionalism
The majority of reviewers praised Meckelborg Financial Group Ltd. for their exceptional service, professionalism, and expertise in the financial industry.
Communication and Personalized Solutions
Reviewers highlighted the team's excellent communication skills, prompt responses to questions, and ability to tailor solutions to individual financial goals and needs.
Trust and Confidence
Many reviewers expressed their trust and confidence in Meckelborg Financial Group Ltd., citing their transparency, attention to detail, and commitment to delivering personalized solutions.
Wide Range of Opportunities
Several reviewers appreciated the wide range of investment opportunities offered by the company, as well as their ability to cater to individual needs and situations.
Highly Recommended
The majority of reviewers highly recommended Meckelborg Financial Group Ltd. to anyone seeking a reliable and experienced partner in achieving their financial goals.
One Negative Review
One reviewer expressed dissatisfaction with their experience, citing a loss of money in their portfolio and retirement.
Be the first to review Meckelborg Financial Group.
Write a Review
