Financial Consultants near Bobcaygeon

“Adam has given our family trustworthy and honest financial council over the years and has earned our great respect and appreciation- a man of integrity with the values that we resonate with- putting friends, family and faith first!“

“Timely responses, great knowledge about tax planning, really helped meet my financial goals“

“My wife and I have had the good fortune of having Adam as our financial planner for the past five years.Moving our portfolio over to Adam was not a decision we took lightly, but it's also one we haven't regretted once since we made it. My wife and I run our own business, so it is extremely important that we work with a financial planner who is trustworthy, knowledgeable and has the ability to communicate clearly and as required. Adam and his team check off all three of these boxes.Throughout our relationship, Adam and his team have continually demonstrated very strong technical knowledge and market awareness which in turn has inspired confidence in their abilities. They are able to present this information in a palatable way that allows a general layman to understand it to the point that I am able to ask informed questions that help guide our decision making as we work to plan for our future - Adam and his team really make us feel involved in the process and ensure we are comfortable with every aspect of our plan.McInroy & Associates have helped us leverage and take advantage of strong markets while conversely not hesitating to have difficult conversations and guide us through the more turbulent markets we've recently seen, maintaining a calm and consistent approach throughout it all.Adam has done a remarkable job of ensuring we see the 'big picture' and has helped show us how to structure our business to best protect us personally. He has worked with us to set goals, create a plan and now he is helping us implement that plan.At this stage, he is more of a coach for us than anything else - he comes up with a strategy for us, helps us implement and makes revisions along the way as requiredWe are thrilled with the service we receive from Adam and his team and we recommend them to the highest degree we can.“