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Our Mandate

For over 40 years, Mac Young has helped his clients with their investments, assisting them in reaching their financial goals. Our office is dedicated to managing the complexities associated with our clients' finances. Giving you peace of mind over one of the more stressful parts of life is our mandate, and we have well over 70 plus combined years of doing so to prove it.

 
We serve many types of clients including, but not limited to:
 
  • Retirees that seek superior strategies to maximize their after-tax retirement income while ensuring financial security.
  • Busy Executives wanting expert assistance in managing their finances, allowing them to focus on career and personal goals.
  • Small Business Owners requiring assistance managing personal business finances.
  • Young Professionals looking to arrange their finances to maximize their wealth today while ensuring it is there for them tomorrow.
     
We offer our services on a broad range of accounts including, but not limited to:
 

  •  Investment Accounts
  •  Corporate Accounts
  •  Tax-Free Savings Accounts (TFSAs)  (TAX FREE QUICK TIPS FOR 2012)
  •  Registered Retirement Savings Plans (RRSPs) (RRSP QUICK TIPS FOR 2012)
  •  Retirement Income Funds (RIFs)
  •  Registered Education Savings Plans (RESPs)
  •  Individual Pension Plans (IPPs)
Our expertise in wealth management offerings has always been understood by our clients and the financial community. When RESPs were first introduced to the market, Mac Young was a pioneer in their sale, opening 30 of the first 100 in the country.

 

Through a highly personalized approach to investment management, Mac and his team have earned the trust and confidence of his clients. Whether you’re looking to maximize your retirement savings, enhance your after-tax income or protect your wealth for future generations, Mac’s team can create a customized strategy designed to achieve your individual goals.