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Financial Services Edmonton - Mcguire Financial

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Title: Financial Services Edmonton - Mcguire Financial


1
Professional Financial Services
  • Mcguire Financial group

2
About McGuire Financial
  • McGuire Financial is a financial planning company
    based out of Edmonton, Alberta, with over 18
    years of experience in the financial planning
    industry.
  • It offers you to take out one loan to pay off
    your all other debts. According to McGuire
    Financial groups, debt consolidation is the best
    way to manage your various loans. With help of
    debt consolidation, you will be able to secure a
    lower interest rate or fixed interest rate.

3
Overview Process McGuire Financial Group
  • At McGuire Financial groups, our clients
    experience begins with a values based
    conversation. More importantly, you will discover
    amazing strategies for making a meaningful
    transformation in your core values, Experience
    and financial assets.
  • We Listen to our clients, we mean truly
    Listen
  • The Initial Meeting
  • The Values based Financial Plan Meeting
  • Your vision Next steps meeting
  • Wealthy Meeting
  • Review Implementation Meeting
  • Strategic Implementation Launch Meeting
  • Personal Ongoing Review

4
Our Financial Philosophy
  • McGuire Financial Group is a holistic Financial,
    Investment, Insurance, Debt Management Mortgage
    firm that optimizes a process for our clients. We
    take our clients through a Values Based Planning
    process to help us understand what our clients
    really need and want.
  • We expand on the scope of your needs and engage
    to include all of your assets for your entire
    family. McGuire Financial distinguishes itself
    from other financial advisory firms that
    typically take a very limited approach and
    deliver limited results.
  • At McGuire Financial our Trusted Advisors and our
    Values based philosophy allows us to consider the
    entire family and sometimes extended family needs
    must also be considered in creating the best
    possible solution.

5
Our Financial Services
6
Investments
  • McGuire Financial provides Exempt Market
    Investments through our dealer, Rain tree
    Financial Solutions, to clients who are looking
    for an alternative to Mutual Funds!
  • We provide the services to create investment
    portfolios that reflect the individual investors
    unique goals, needs and circumstances.
  • Our primary focus is on serving clients
    throughout Edmonton and Alberta.

7
Investment Procedure
8
Insurance
  • Our unique network of employees, personal
    financial strategists, agents, and distribution
    partners offer our clients protection and wealth
    management products and services.
  • These products include individual life insurance,
    health insurance, long term care services, group
    life, annuities and banking products. We provide
    asset management services to individual clients
    and businesses.
  • McGuire Financial takes an innovative approach in
    helping Canadians face every day challenges. 

9
Insurance Types
10
Mortgages
  • A mortgage is a way to use one's real property,
    like land, a house, or a building, as a guarantee
    for a loan to get money. It involves the transfer
    of an interest in land as security for a loan or
    other obligation.
  • With some simple changes you can at last own your
    home mortgage free.
  • If you are
  • Looking for a new mortgage?
  • Considering refinancing?
  • Need a line of credit?

11
Mortgages Market Canada
  • Mortgage Market Solutions by Banks

12
Financial Planning
  • Financial Planning is the process of meeting your
    life goals through the proper management of your
    finances.
  • It the process of developing strategies to help
    you manage your financial affairs so you can
    build wealth, enjoy life and achieve financial
    targets.
  • Our professional Financial Planners have been
    helping Alberta residents for many years. We have
    a wide range of secure financial products
    available. Let one of our professional financial
    planners show you how. 

13
Customized Financial Planning
14
Credit Counselling
  • Helping Individuals and Families Set and Achieve
    Financial Goals. Are you being denied the
    financing you need because of poor credit rating?
    We can show you how to repair your credit rating
    and get back the financial freedom you deserve.
  • If you would like to
  • Improve your credit score
  • Repair or obtain your credit report
  • Need counselling on credit related issues

15
Credit Counselling Solutions
16
Debt Consolidation
  • Debt Consolidation means taking out one new loan
    to pay off all your other loans. It is a form of
    debt relief in which an individual takes out one
    loan to pay off his/her multiple pre-existing
    loans.
  • Its a stressful reality that many of us have
    come to accept as a part of life. There is help
    available in the form of Debt Consolidation.
  • How it Works
  • Debt Advice
  • Alberta Debt Consolidation
  • Bad Credit Debt Consolidation Loans

17
Debt Consolidation Services
18
Infinite Banking
  • At McGuire Financial we specialize in structuring
    policies that maximize the living benefits
    (Safety, Liquidity, Rate of Return, and Tax
    Benefits) that can only be found within a
    Participating Whole Life Insurance Policy.
  •  The Infinite Banking Concept enables you to
  • Grow cash every year on a foundation of
    Guarantees
  • Shield your savings from the volatility of the
    Stock Market
  • Have complete control over the use liquidity of
    your own Money
  • Create a personal banking and financing system
  • Develop a tax advantaged and tax deferred
    retirement program

19
Infinite Banking Concept
20
Alternative Investments to mutual funds
  • Alternative investments are favored mainly
    because their returns have a low correlation with
    those of standard asset classes.
  • Because of this, many large institutional funds
    such as pensions and private endowments have
    begun to allocate a small portion (typically less
    than 10) of their portfolios to alternative
    investments such as hedge funds.
  • McGuire Financial provides Exempt Market
    Solutions to clients who are looking for an
    alternative to Mutual Funds!

21
Why mutual funds ?
22
Talk to the Financial Experts
  • McGuire Financial Group
  • www.mcguirefinancial.ca
  • 6005 Gateway Blvd.
  • Edmonton, Alberta
  • T6H 2H3
  • PH (780) 462-1289Toll Free 1-877-364-8204

23
Thanks and Regards
Glen Zacher Founder and CEO Hello, and thank you
for visiting. I look forward to speaking with you
over the phone and meeting with you face to face.
Feel free to call me direct at (780) 462-1289.
  • Glen Zacher
  • Founder and CEO
  • (McGuire Financial Groups)
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