McArthur Financial

At McArthur Financial Services, we are dedicated to helping individuals and businesses achieve their financial goals. With over 38 years of combined experience, our team of experts provides personalized financial planning and insurance solutions to our clients. Our mission is to empower our clients with the knowledge and confidence to make informed decisions about their financial futures.

Services

We offer a comprehensive range of services, including life insurance, disability insurance, critical illness insurance, group insurance, and investment products. Our financial advisors work closely with each client to understand their unique needs and goals, providing tailored solutions to ensure their financial well-being.

Life Insurance

Our life insurance solutions provide peace of mind and financial security for you and your loved ones. With our expert guidance, you can choose from a variety of life insurance products, including term life, whole life, and universal life insurance. Our knowledgeable advisors will help you make informed decisions about your coverage, ensuring that you have the right policy for your needs.

Disability Insurance

Disability insurance is an essential protection for anyone who relies on their income to support themselves and their families. Our disability insurance solutions provide financial assistance if you become unable to work due to illness or injury, helping you maintain your standard of living and providing for your loved ones.

Critical Illness Insurance

Critical illness insurance provides financial support if you contract a severe illness or suffer from a chronic condition. Our critical illness insurance solutions offer a lump sum payment to help you cover medical expenses, pay bills, and provide financial support for your loved ones.

Group Insurance

At McArthur Financial Services, we believe that group insurance plans should be tailored to meet the unique needs of your business and employees. Our expert advisors will work with you to design a comprehensive group insurance plan that provides value and security for your employees.

Investment Products

Our investment products are designed to help you grow your wealth and achieve your long-term financial goals. From retirement savings to tax-efficient investing, our experienced advisors can help you create a customized investment plan that meets your specific needs.

Exit Strategy Advice

We understand that selling a business can be a complex and daunting process. Our exit strategy advisors will help you navigate the process, providing expert guidance on how to maximize the value of your business and achieve a successful transition.

Meet Our Team

Our team of experienced financial advisors is dedicated to helping you achieve your financial goals. With a combined 38 years of experience, we have the knowledge and expertise to provide personalized financial planning and insurance solutions.

Our Expertise

Brian McArthur, our principal, holds designations as a Chartered Financial Planner (CFP), a Chartered Life Underwriter (C.L.U.), and a Chartered Financial Consultant (ChF.C.). Jay Doyle specializes in risk management strategies for professionals, entrepreneurs, and business owners. Jeremy Warnick has extensive experience in financial planning, including wealth management, estate planning, and risk management. Patrick McArthur manages a growing number of small business clients and families, as well as a significant group and pension side of the business. Jeff Yavis helps clients create clarity in their goals to make informed decisions about their financial plans. Nadine Benoit, our Operations Manager, specializes in investments and has extensive experience in customer service and administration.