Clan MacGregor

Jill MacGregor-Bock, MBA

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

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Investment choices do not have to be intimidating

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Investment Choices Do Not Have To Be Intimidating

Jill is licensed as a broker for products sold by life insurance companies. She has a broad knowledge in all areas of personal finance including RRSP/RRIF, RESPs, segregated funds, retirement planning, small business succession, estate planning, and insurance including life, critical illness, and disability.

Her expertise means she can effectively customize complete solutions for her individual clients. Maintaining high education standards ensures that she is current with all of the options available within the financial industry. Jill believes every investment is an important investment. "How I create portfolios for my clients is determined by their own specific short term and overall long term goals." Her philosophy is simple and straightforward, "Diversification: Many Eggs, Many Baskets will increase your performance and reduce your risk".

 

You're Not Alone - Jill can help
CALL 604-683-7677
or TOLL FREE 1-800-746-5644

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