Reviews for McInroy & Associates Private Wealth Management

Nov 2023

I have been Dealing With Adam since I was 18 and opened an RRSP. Since then, he and the team have been my only choice for everything from financial planning to mortgages. I highly recommend Adam and team if you need any services or advice in any area of finance.Best thing of all is that when you are dealing with Adam, you really feel like they care, and know your plan/goals. Always just an email away. When dealing with traditional banks, often you feel like a client number. I would give 10 stars, but 5 is the limit.
Aug 2023

Adam is by far superior at his craft! We came to Adam for advise on revising our financial plan. We had a significant list of concerns and a unique set of circumstances that seemed impossible to navigate.In our first consultation with Adam and his associate Andrea we immediately felt at ease that our goals could be accomplished. We learned quickly Adam is adept at providing solutions and often knew what we were going to ask before we even mentioned it! Adam has a vast network of resources, and the expertise to get things done. His collaborative nature is approachable and refreshing.Adam, we are truly grateful and acknowledge your ability to provide such a holistic approach...read full review
Oct 2022

When it comes to financial advice Adam is the person I trust, I am comfortable knowing the Adam and his team are looking after all aspects of my family's Investments, Insurance and estate and tax planning. We have had lots of life changes over the years and Adam has confidently walked us through each and every aspect of them. I consider Adam not only our financial planner, but a great friend as he takes the time to get to know who we are. If you are looking for financial advice and someone you can trust with your hard-earned money Adam is your go to.

From McInroy & Associates Private Wealth Management

For over 25 years clients have chosen to partner with our team because we are passionate, dedicated and committed to being a resource for their wealth management. We focus on understanding client’s individual aspirations and anxieties. Together we create unique opportunities through our financial planning process, so they can live a life well lived. As a result clients have clarity about opportunities that exist for them, comfort in knowing the decisions we’ve made are the right ones for their unique situation, and have the capability of realizing their dreams.