He continued to work in the industry and by 2007, he opened MoneyAdvisor.ca Financial Ltd., a business dedicated to helping people develop a three-fold approach to investing: how to plan, protect and prosper. Period. Today, MacLeod brings 15 years of experience to his clients and MoneyAdvisor.ca is an independent business, not a franchise or subsidiary of a national company, which allows MoneyAdvisor.ca to offer totally unbiased advice. And when you meet MacLeod, his approach is refreshingly different. He doesn’t bombard you with industry jargon or a menu of investment options. He listens, asks questions and listens again. MoneyAdvisor.ca also offers integrated accounting solutions (through their sister company, Pi Business Solutions) and they have recently partnered with a mortgage specialist to further assist their customers. “We specialize in retirement income planning,” adds MacLeod. “We want to work with individuals who value a long-term relationship – someone that is accountable to them personally. As MacLeod has observed, there is no ‘cookie-cutter’ approach when it comes to planning an individual’s or a couple’s future. “Retirement to me and retirement to you are defined in two very different terms,” he says. “I don’t call my clients with the latest, greatest investment…we look at what they need, what they want and a host of other factors that will contribute to securing their future,” MacLeod notes. “And we look at those things that need to be set up just in case they lose their job or life throws them a curve ball – we put safeguards in place to protect them,” he continues. “Many people are totally confused by all the jargon and they really don’t understand what they should be doing. There is a value-system to how I run the business,” asserts MacLeod. MoneyAdvisor.ca specializes in individuals who have an asset range of $100,000 to $1,000,000 plus. However, they
also work with smaller companies to help maximize their earnings and minimize taxes. “Both of these investment groups have been abandoned by the larger firms – largely because they don’t have enough capital to qualify as a client or the firms don’t provide the specialty knowledge that’s required when working with small business,” says MacLeod. “These two sets of demographics are the people who we help the most.” Looking forward, changes in the industry are going to see disclosure of information – something MacLeod completely supports. “I am in favour of all the new regulations, having more education, minimum standards and disclosure. All of these things are going to contribute to a higher level of advice being given to people – and that’s really how this business should operate, it’s how we run our business” he says. MoneyAdvisor.ca recently launched a new interactive website that provides tools, quizzes, spreadsheets and information all geared to help demystify ‘retirement and financial planning.’
Plan • Protect • Prosper Financial Planning • Insurance • Investments
For more information or to book a free one-hour consultation with MacLeod and his staff, visit their website or call: Kevin MacLeod, Financial Planner, MoneyAdvisor.ca Worldsource Financial Management Inc. #4, 11010 46th St. SE • Calgary, AB (403) 214 – 7215 • Toll Free (877) 552 - 1211 • www.moneyadvisor.ca Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other products and services are offered through MoneyAdvisor.ca Financial Ltd.
MoneyAdvisor.ca | 15 Years