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Reviews for McInroy & Associates Private Wealth Management
Add your commentMcInroy & Associates Private Wealth Management
21 King St W, Bobcaygeon
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21 King St W, Bobcaygeon
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I was a CFP and in the investment business for 40 years. When I retired I was looking for someone with experience and qualifications to handle all of my business. Adam and his team are excellent to deal with. He is knowledgeable, thorough, and customized a portfolio specific to my goals and needs. I highly recommend Adam to anyone looking investment advice and financial planning.
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.
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