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


Jill's Background

The Advantage of Experience

 

An MBA from McGill University and a BA in Economics from Queen's University; plus experience as a former commerce professor at Concordia University, corporate financial analyst, and public speaker have provided Jill with the ability to understand the world of finance. She is skilled and patient at explaining often complex financial concepts to her clients and has over two decades of financial experience.

Jill can help.

She has experienced first hand many of the financial and emotional decisions her clients face. This understanding plays an important role in guiding them in making their financial choices.

In addition to family & community service, Jill brings business owners empathy as she has been part of 5 family owned businesses, large & small, including 2 of her own.

 

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