Clan MacGregor |
Jill MacGregor-Bock, MBAFinancial Peace of Mind... and Financial Advice You can Trust |
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Who is the right financial advisor for me? |
Investment Choices Do Not Have To Be Intimidating
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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".
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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