There’s never a wrong time to start planning your financial future.

We can provide the analysis and context for personalized Wealth Management strategies to help you get started. Just as a business plan directs the day-to-day decisions of a corporation, a Financial Plan sets the framework for managing your household assets and helps you stay on track to accomplish your financial goals.

The Maguire Wealth Management Group has the depth of knowledge necessary to develop a plan that addresses all your wealth management needs.

  • Accumulate wealth by saving and investing for growth
  • Protect your wealth by identifying and managing risks to your financial well-being
  • Transfer your wealth to future generations according to your wishes
  • Convert your wealth into a tax-efficient and reliable stream of retirement income

Achieve and maintain a comfortable retirement

Whether you're years away from retiring, close to retirement or already retired, a comprehensive plan and expert advice are critical in building and protecting your retirement dream.

We're there every step of the way, delivering the strategies, service and solutions that you may need to help achieve or maintain a comfortable retirement.

Our retirement planning solutions can be ideal if you need help:

  • Projecting your retirement needs and the steps required to achieve them
  • Creating diversified, tax-efficient retirement income with your nest egg
  • Protecting your wealth with the right balance of risk and reward
  • Keeping track of your savings goals and portfolio performance
  • Considering the tax advantages of holding certain investments outside of an RRSP
  • Planning when to withdraw from your investment accounts tax-efficiently
  • Designing a tax-smart estate plan for a quick and efficient transfer to your loved ones
  • Safeguarding personal assets and your family's lifestyle from adverse events
  • Building an enduring legacy with your capital, time and passion
  • Planning family income-splitting strategies

To learn more, please contact us.