Clan MacGregor

Jill MacGregor-Bock, MBA

Financial Peace of Mind... and Financial Advice You can Trust

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Small business owners

Who is the right financial advisor for me?

Investment choices do not have to be intimidating

Making the right choice

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Who is the
Right Financial Advisor
for Me?

When your need for investment guidance becomes evident, you begin to see how attributes such as credibility, education, experience, understanding, and trust are vital in choosing your investment consultant.

For someone to effectively satisfy your financial objectives, it is critical for them to truly understand you and your own personal circumstances. Equally important is a consultant with a wide range of investment and life experiences. Many people avoid financial advisors for fear of high fees or because they don't think they have enough money to invest.

Jill's personalized counselling is available to you at no cost. She is remunerated by the financial institutions that will hold your money. She is an independent insurance broker serving YOUR needs.

 

You're Not Alone - Jill can help
CALL 604-683-7677
or TOLL FREE 1-800-746-5644

Life Insurance

Health

Disability

Critical-illness &
Long-term care Insurance

Segregated Funds

RRSPs / RRIFs

Registered Education Savings Plans (RESPs)

Annuities

Retirement & Estate Planning

Business Succession