Clan MacGregor |
Jill MacGregor-Bock, MBAFinancial Peace of Mind... and Financial Advice You can Trust |
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Who is the right financial advisor for me? |
Who is the
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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.
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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