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McLarty & Co Wealth Management

All your financial advisors working with the same information towards the same goals - McLarty & Co Wealth Management

http://www.mclartywm.ca/

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McLarty & Co Wealth Management | mclartywm.ca Reviews
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All your financial advisors working with the same information towards the same goals - McLarty & Co Wealth Management
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1 services
2 philosophy
3 approach
4 clients
5 team
6 ross mcshane
7 doug mclarty
8 sue fagnan
9 jamie glendinning
10 alliances
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services,philosophy,approach,clients,team,ross mcshane,doug mclarty,sue fagnan,jamie glendinning,alliances,newsworthy,latest news,the golden telescope,planning for tomorrow,info@mclartywm ca,name *,email *,message *,quick links,myportfolio,ndex,moneysaver
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McLarty & Co Wealth Management | mclartywm.ca Reviews

https://mclartywm.ca

All your financial advisors working with the same information towards the same goals - McLarty & Co Wealth Management

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1

Services - Mclarty & Co

http://www.mclartywm.ca/services

Our financial plans accurately integrate all aspects of our clients’ personal and professional/corporate lives. McLarty and Co Wealth Management offers objective financial planning on a fee-only basis. If we prepare a plan for you and your family we will charge you for our time based on an hourly rate with no future obligation. If you decide at some time in the future to move your investments to the Independent Accountants’ Investment Counsel Inc (IAIC), we will refund you the full cost of your plan.

2

Alliances - Mclarty & Co Wealth Management

http://www.mclartywm.ca/alliances

The alliance of McLarty and Co Wealth Management with other financial services professionals provides you with an integrated and enhanced level of service that is simply not available through traditional financial planning and wealth management providers. Independent Accountants’ Investment Counsel Inc. (IAIC). Http:/ www.iaic.ca/home.htm. Portfolio Management services are offered through Independent Accountants’ Investment Counsel Inc. IAIC provides all portfolio management and compliance-related fu...

3

Why Your Retirement Plan Requires Flexibility - Mclarty & Co Wealth Management

http://www.mclartywm.ca/retirement-plan-requires-flexibility

Why Your Retirement Plan Requires Flexibility. July 5, 2016. In this three part series, Ross McShane stresses the importance of planning for the unexpected life events that could disrupt the successful outcome of your plan. To read part one of this article series, please click here. LATEST NEWS AND EVENTS. September 7, 2016. How Will Your Retirement Plan Adapt To Investment Surprises? July 22, 2016. Louisa, 57, may want to reconsider her retirement spending target. July 5, 2016. September 7, 2016.

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News and Events - Mclarty & Co Wealth Management

http://www.mclartywm.ca/news-and-events

LATEST NEWS AND EVENTS. September 7, 2016. How Will Your Retirement Plan Adapt To Investment Surprises? July 22, 2016. Louisa, 57, may want to reconsider her retirement spending target. July 5, 2016. Why Your Retirement Plan Requires Flexibility. May 13, 2016. One way to avoid tax leave money in the business. April 28, 2016. The importance of a financial plan. March 18, 2016. Can this widow retire in a few years without depleting her savings? March 4, 2016. What Has Happened To My Preferred Shares? Profe...

5

Philosophy - Mclarty & Co Wealth Management

http://www.mclartywm.ca/philosophy

We start with the premise that each of our clients is in a unique situation that changes over time. We review your current situation and discuss your goals and what is important to you. By the time we review your cash flow projections and your tax situation and estate plan, your financial plan has become the blueprint for your future. Diversification across geographic and economic sectors and the inclusion of income producing securities such as bonds, preferred shares and trust units reduce risk. Reg...

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LINKS TO THIS WEBSITE

thegoldentelescopebook.com thegoldentelescopebook.com

The Golden Telescope | A guide to discovering harmony and financial well being

http://thegoldentelescopebook.com/firms

These companies will provide you with the. Support you need to plan for and secure. Your strong financial future. McLarty and Co Wealth Management. Location Ottawa, Ontario. Website: www.mclartywm.ca. Doxsee and Co. Chartered Accountants. Location: Mississauga, Ontario. Website: www.doxseeco.com. Location: London, Ontario. Website: www.fordkeast.com. Good Redden Klosler LLP. Location Simcoe, Ontario. Website: www.goodcas.com. Kendall Sinclair Finch Pigden Cowper. Location North Bay, Ontario.

iaic.ca iaic.ca

Referring Firms - Independent Accountants’ Investment Counsel Inc.

http://www.iaic.ca/AH-Directory-of-Offices.htm

How we are Different. 160;London, Ontario. Doxsee and Co. Chartered Accountants. DJB Wealth Management Inc. Durward Jones Barkwell and Company LLP. Ford Keast Wealth Management. 160;Ford Kest LLP. Good Redden Klosler Wealth Management. Firm: Good Redden Klosler Inc. Jean Shippey Professional Corporation. Kendall Sinclair and Partners Financial Services. Kendall, Sinclair, Cowper and Daigle LLP. North Bay, Ontario. MA C Financial Services Inc. Http:/ www.mac-ca.com/our-services/wealth-management.

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