Ontario Financial Planning– Talk to a Broker
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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
- Identifying your goals and setting objectives
- Building an investment portfolio diversified by:
- Asset class
- Geographic region
- Investment style
- Investment manager
- Allocating the portfolio on a tax-efficient basis
- Monitoring your portfolio and your goals
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 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.
Areas We Serve
- Barry’s Bay
- Carleton Place
- North Bay
- Parry Sound
- Prince Edward County
What Our Customers Are Saying
Great quick service, friendly and got exactly what I needed! Dealt with Barry. Glad to have made the switch!
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!
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.
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