Reviews for McInroy & Associates Private Wealth Management

Mar 2024

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....read full review
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.
Mar 2022

Adam has been our financial support person for several years and a key part of our financial strategy. He always places our needs and risks first in his recommendations and thats a very valuable asset!

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.