Protect what matters most
At McGregor Financial, we believe in empowering individuals and families to take control of their financial future. We understand that navigating the complex world of finance can be daunting, which is why we are dedicated to providing personalized guidance and support to our clients.
Who We Are
Founded by experienced professionals with over 50 years of combined experience, McGregor Financial is a family-owned and operated business serving families, professionals, and business owners in our community. We value building lasting relationships with our clients and guiding them towards financial clarity and security.
What We Do
Our team of certified financial planners, investment professionals, and insurance experts offer a comprehensive range of services to address all your financial needs.
Financial Planning
- Creating tailored plans that align with your financial goals and aspirations
- Developing strategies for retirement planning, estate planning, and investment management
- Implementing robust budgeting and expense management plans
Insurance Solutions
- Comprehensive review of your current coverage to identify potential gaps
- Guidance on obtaining adequate protection for your family, home, and financial future
- Assistance with claim processing and risk management
Savings and Investments
- Personalized strategies for maximizing your savings potential
- Guidance on choosing the right investments for your individual goals and risk tolerance
- Regular review and optimization of your portfolio for optimal performance
Retirement Planning
- Comprehensive plans for contributing to your RRSP, TFSA, and other retirement plans
- Strategies for maximizing your government benefits
- Guidance on planning for a comfortable and secure retirement
Business Planning
- Financial consulting specifically tailored for business owners
- Succession planning and employee benefits review
- Assistance with financing options and debt management
Our Commitment
We believe in:
- Client-centered approach: We prioritize your needs and goals in every interaction.
- Accessibility and transparency: We provide clear explanations and open communication throughout the process.
- Long-term relationships: We are dedicated to building lasting partnerships with our clients.
- Continuous improvement: We stay updated on industry trends and regulations to offer our clients the best possible guidance.
Contact Us Today
At McGregor Financial, we are confident that with the right guidance and planning, you can achieve your financial goals, protect your loved ones, and build a secure and prosperous future. Contact us today to schedule a consultation and learn how we can help you achieve financial clarity and success.
Client Feedback
The reviews praise Terry Garrett and Mary at McGregor, highlighting their exceptional customer service and investment expertise. Clients describe them as knowledgeable, passionate, friendly, and caring, making investors feel comfortable and valued.
Communication and Personalized Service
One reviewer mentions that Terry is a "wealth of knowledge" who will take great care of clients and their investments. Another reviewer shares that Mary looks after investors' investments as if they were her own, demonstrating her commitment to their financial well-being. Bernice Stefanuik highlights Mary's expertise and the exceptional service provided by her office staff, stating that everyone treats clients "like gold".
Dissatisfaction with Traditional Banking
Two reviewers express dissatisfaction with their traditional bank's lack of personalized service and inadequate financial advice. Stinger Wolfie mentions that their bank's fees are high and they receive no meaningful financial guidance.
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