Clan MacGregor

Jill MacGregor-Bock, MBA

Financial Peace of Mind... and Financial Advice You can Trust

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About Jill

Small business owners

Who is the right financial advisor for me?

Investment choices do not have to be intimidating

Making the right choice

Additional Resources

Contact Jill


Personal Finance

It's About Your Peace of Mind and Your Freedom

You want:

· Financial security
· Financial freedom
· Financial peace of mind

You know you have to guard against:

· High income taxes
· Market volatility eroding your wealth
· Creditors seizing your assets
· Illness using up your cash reserves
· Early death leaving your estate with debts, taxes & insufficient income for loved ones

Life Insurance

Health

Disability

Critical-illness &
Long-term care Insurance

Segregated Funds

RRSPs / RRIFs

Registered Education Savings Plans (RESPs)

Annuities

Retirement & Estate Planning

Business Succession