What We Do for Clients and Families

At MacBeth Group we don't want to sell you anything, we want to help you build the financial future you envision.

Our approach is relationship-based, and we do not charge our clients for our services. We work through a four-stage process of introduction, plan development, plan implementation, and ongoing monitoring and maintenance.

We make it easy to start a relationship by getting to know us through:

• Take the Test! See how much we might be able to save you in interest costs and grow your net worth.
• Subscribe to our free regular e-mail publications.
• Or just contact us and let us know what we can help you with, we're happy to help.

Here is a list of many of the products and services we offer:

• Family, Personal, and Intergenerational Financial Strategies
• Retirement Plans
  
• Life Insurance
• Personal Pension Strategies
• Tax-Free Savings Accounts
• Tax Reduction Strategies
• Estate Transfer Planning
• Disability Trust Planning
• RSPs, RESPs, RDSPs, Annuities
• Guaranteed, Tax-Efficient RIFs
• GICs, High Interest Savings
• Mortgage and Credit Life, Health, and Disability Insurance
• Home Financing
• Lifelong Learning Plans
• Home Buyers' Plans
• Critical Illness Insurance
• Disability Insurance
• Health and Dental Plans
• Prescription Drug Plans
• Group Insurance
• Guaranteed Investment Growth