almcphail.ca

Protecting Your Family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Your Retirement

Retirement comes with many possibilities. We help you make the most of every opportunity.

Established Family

Families with older children need a wise cash flow management plan..

A wise financial strategy keeps a family on track during all the "growing-up" years.

Careful planning can help to ensure a high income level during retirement.

A good financial strategy is a great foundation for a solid relationship.

Your Child's Education

Few things in life are more rewarding than helping the next generation get a great education.

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is a powerful financial strategy.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

Empowering Your Financial Future Together

Welcome to McPhail Financial Planning, where your financial aspirations meet expert guidance and personalized solutions. Our mission is to empower you to navigate the complexities of financial management with confidence and clarity.

With McPhail Financial Planning, you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial plan, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.

Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.

We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.

At McPhail Financial Planning, we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

We’ll work hard to earn your trust.

We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

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New Years Financial Resolutions

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Jack and Diane want to improve their financial situation and feel that making financial New Years resolutions and implementing them is a …

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More Overlooked RRSP Tricks

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More than 65% of Canadians have made deposits to Registered Retirement Savings Plans (RRSPs). Many do so just for the tax savings, …

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In the mid – 1960s conventional wisdom (or motherhood) for retirement planning said that you should take all of your investments and …

Your Legacy

Your Retirement

Young Family

Retiree

Your Child's Education

Protecting Your Family

About Us

We serve individuals, families and businesses in the Perth-Andover area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

Contact Our Office

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