Gregor McDonald is a CFP licensee/CERTIFIED FINANCIAL PLANNER located in the Niagara Region of Ontario, Canada. He has been a Mutual Fund sales representative since 1992 and a CFP licensee since 1998.

Three levels of service provided depend entirely on client need.

Products

Please call me for a complete list of products that I am authorized to offer to clients.

Retirement Planning

Together we set the plan using assumptions as to inflation, rate of return, income required at retirement etc., we then determine the funding required to fulfill the retirement objective and monitor it with annual reviews.

Financial Planning

A complete and comprehensive financial plan with full disclosure of financial information such as household spending, insurance coverage and income verification, this process reveals a great deal to those clients that complete it.

The level of service you want or need can be determined in a brief 45 minute meeting where I show you how each of these can benefit you. You decide how you think I should be compensated for my work (please see Fee Schedule).

Top

Home | About | Financial Planning | Investment Strategy | Risk Management | Estate Planning | Continuing Education
Fee Schedule | Financial Calculators | Links | Disclaimer | Privacy | Contact | Client Login