Nearest broker: Searching for a broker nearby…
Nearest broker: Tweed Phone: (613) 478-2532 Sunderland Phone: (705) 357-3916 Sudbury Phone: (705) 523-2030 Penetanguishene Phone: (705) 549-7437 Ottawa Phone: (613) 733-3312 Parry Sound Phone: (705) 746-2441 Orillia Phone: (705) 325-4234 Kemptville Phone: (613) 258-5991 Eganville Phone: (800) 884-1045 Petawawa Phone: (613) 687-4805 Belleville Phone: (800) 361-0941 Winchester Phone: (800) 487-3706 Wellington Phone: (613) 399-3620 Trenton Phone: (877) 455-0299 Prescott Phone: (877) 504-3569 Picton Phone: (888) 475-2776 Peterborough Phone: (800) 958 2270 Perth Phone: (877) 248-1222 Pembroke Phone: (877) 399-3299 Oshawa Phone: (800) 887-7309 North Bay Phone: (705) 475-0001 Napanee Phone: (613) 354-2152 Morrisburg Phone: (800) 806-0746 Midland Phone: (888) 737-6465 Madoc Phone: (613) 473-5266 Kingston Phone: (800) 590-5422 Gananoque Phone: (800) 932-2131 Embrun Phone: (866) 853-4740 Cornwall Phone: (844) 463-3616 Cobourg Phone: (800) 895-5902 Carleton Place Phone: (888) 237-9517 Brockville Phone: (888) 345-8663 Brighton Phone: (613) 475-1430 Barry’s Bay Phone: (866) 845-2123 Barrie Phone: (705) 726-3350 Bancroft Phone: (800) 994-0036 Arnprior Phone: (800) 668-7337
Get a Quote
Open Menu

Financial Planning

Get a Quote

Ontario Financial Planning– Talk to a Broker

Mauris non tempor quam, et lacinia sapien. Mauris accumsan eros eget libero posuere vulputate. Etiam elit elit, elementum sed varius at, adipiscing vitae est. Sed nec felis pellentesque, lacinia dui sed, ultricies sapien. Pellentesque orci lectus, consectetur vel posuere posuere,.

Retirement Financial Planning. Senior Couple Discussing Family Budget

Investment Planning

Investment planning is important aspect of all wealth management plans. Investment planning and portfolio design is central to the creation and accumulation phase. In the management and preservation stage and wealth transfer stage, investment planning becomes a financing tool to achieve income, estate, and legacy goals.

Get a Quote

We use a four-step process to build an effective investment plan for you

  1. Identifying your goals and setting objectives
  2. Building an investment portfolio diversified by:
    • Asset class
    • Geographic region
    • Investment style
    • Investment manager
  3. Allocating the portfolio on a tax-efficient basis
  4. Monitoring your portfolio and your goals
Get a Quote
Shot of a person using a laptop and calculator while working from home

Estate Planning

Estate planning is as important to the management and preservation phases of the wealth management process as it is to the wealth transfer phase. Effective estate planning allows for the maximization of after-tax estate values to be distributed to your heirs or beneficiaries.

Effective estate planning not only distributes proceeds of your estate according to your wishes, but also does so in a timely fashion. We will work with you to develop an estate plan that maximizes the benefit to your heirs, without creating a burden on your executor.

Get a Quote

Legacy Planning

Legacy planning is usually the last step in designing a wealth management plan. It is part of the wealth transfer phase of the wealth management process. Individuals can establish a legacy through a bequest or during their lifetimes.

After fulfilling their financial goals, many individuals look to enrich their communities and charities beyond the traditional charitable contribution. We believe in supporting our clients in this endeavor and work with them to develop planned giving programs that can positively affect their communities not only after their passing, but during their lifetime as well.

A carefully-arranged planned gift can be tax-effective and at the same time balance an individual’s final needs with the needs of their families. It can allow individuals to leave lasting personal legacies and provide their favourite charities with stable funding over the long term, without reducing the estate available to their heirs or jeopardizing their future financial independence.

What Our Customers Are Saying

Shane Macaulay

Great quick service, friendly and got exactly what I needed! Dealt with Barry. Glad to have made the switch!

Samantha Lewis

I have been with McDougall for a few years now. Whenever I have a question or concern, I call Mike Cunha (my broker) and he is always available via email or phone. He is very responsive and completely answers all of my questions with ease. Great followup and rates. I definitely would and have referred my friends, family and co workers to Mike / McDougall. Thanks Mike!

Jason Watt

This will be my second year having trailer insurance through McDougall and having Mike Cuhna as my sales representative. I am very pleased with Mike’s professionalism and his personal drive to make sure I pay the best rate possible.

Todd Carol

It’s not like calling an insurance company, almost like calling someone you’ve known for along time.My wife and I have always been taking care of the way we expect too be there. I wouldn’t hesitate in recommending McDougall to anyone

Request a Free Quote

It’s simple and won’t take long.

Get a Quote(800) 361-0941

Person standing, looking down at laptop