Founder & C.E.O. – Certified Infinite Banking Advisor
Hello, and thank you for visiting our company website.
I look forward to speaking with you over the phone and meeting with you face to face.
Feel free to call me directly at: (780) 462-1289 or (403) 538-6898
Objective Advice Working For You
In today’s fast-paced world, managing your finances is becoming increasingly complex. While it’s nice to have the flexibility and choice of the many financial options available, the result is a need for increased time commitment, attention, and knowledge. McGuire Financial Services understands this, and was created specifically to make life simpler for people like you to help you chart your course to financial success.
A personalized approach
As your McGuire Financial Services Planner, I am committed to helping you achieve your financial goals. Taking a step-by-step approach, we will work together to build an integrated plan to help you achieve your goals and dreams, while making it easier to manage your overall finances.
I believe in a personalized approach based on your priorities. It’s important to develop comprehensive strategies to manage your total financial picture—from day to day cash management, investment and retirement planning, and protection considerations. I can help you understand the financial implications of events that happen throughout your life. As your needs evolve, we will make the necessary adjustments to ensure your plan keeps pace.
Advice tailored to you
My focus is on providing you with objective advice to help you make sense of all the financial options available and develop solutions personalized for you.
You will have the peace of mind of knowing that I will only recommend transactions that meet your specific pre-established set of criteria and your long-term goals.
On your terms
McGuire Financial Services puts the power of choice in your hands. Whether you prefer to receive a lot of ongoing advice or to seek a second opinion, you define the relationship and choose the type of contact—in person, or by phone. As your Financial Planner, I am available to meet with you at my office or at your home or office.
Whatever you decide, you will always have access to your accounts and information, and — most importantly — objective advice and preferred services. Being a McGuire Financial Services client means that you have a partner in a long-term relationship. Working together, we can meet your needs for today while building for your future.
With over 15 yrs of experience in the Financial Services Industry, I can provide you with expert advice and a wide range of financial solutions to meet your needs. My qualifications include the Certified Financial Planner designation, and I have successfully completed the Canadian Securities course and the Professional Financial Planning course. These qualifications allow me to work with you to build a personalized plan to suit your individual situation. I am committed to continuously upgrading my skills to ensure that I remain well positioned to assist you in meeting your financial goals. I am currently working toward the Canadian Investment Manager designation.
If you’re ready to get started then call us right now to speak to a Certified Infinite Banking Advisor, Credit Counsellor, or Financial Planner at: (780) 462-1289, (403) 538-6898