Investment Management
Account type and investment holding advice. Monitoring of client portfolios and overall markets.
Insurance Solutions
Life, critical illness, disability, health, and travel products. Comparison across providers for the best match to your needs.
Retirement Planning
Guidance and recommendations to help achieve retirement goals. Advice to manage retirement inflows and outflows sustainably.
Small Business Planning and Group Benefits
Health and dental benefits and retirement or pension plans. Business owner insurance and investment planning.
Estate and Tax Planning
Maximize estate value and succession planning guidance. Tax strategies to defer and minimize tax owing.
Fee for Service Planning
Creation of a financial plan with no product implementation. Cost dependent on plan complexity.
Utilizing A Custom Approach
MC Wealth Management was created with the intent of always acting in the spirit of the core company values. Our approach to working with clients and prospective clients follows these values with a process that focuses on the following:
Taking ample time to get to know you, your current situation and your priorities
After thorough review, providing recommendations that align with your priorities and always explaining the “why” behind them
Never making recommendations based on a sales mindset
Always being 100% transparent and providing all the information you need to make an informed decision
Consistent communication and availability.
GET IN TOUCH
Your financial journey, made personal. Let’s connect and build a plan together.