Our services
 

 

Personalized investment — Retirement solutions

 

The Mactaggart Team is focused on creating a customized solution that exactly meets the needs of our clients. We draw on a vast tool kit of expertise and products to build your individual investment portfolio. In addition to the products and services you would expect from any full-service brokerage, we offer the following specialties:
 

Insurance
Traditionally, Insurance is used to provide protection against catastrophic events.  While we recognize the importance of protecting the people close to you, we also evaluate insurance based on its investment merits.  Insurance can provide a tax deferred investment opportunity even for investors with enough wealth to protect themselves.

Discretionary Managed Accounts
Whether you want to us to sell the right amount of money market each month to meet your cash needs, you want us to make all the decisions on a portfolio designed to meet your goals and needs, or somewhere between these two extremes, we customize our management approach to meet your specific requirements.

Customized Investment Strategies
This includes a full range of investment opportunities including options, alternatives, individual stock and fixed income. PVC, IPO.  We believe our clients benefit from a highly personalized approach. We seamlessly blend any or all of these opportunities into a portfolio tailored to meet your goals and needs.

Tax and Debt Mitigation
One of the best ways to make money is to save money.  By looking closely at both the tax structure of your investments and any debt that you might be using to meet your goals, we suggest ways to minimize the money you are paying to Revenue Canada and your bank. We have access to preferred mortgage rates as well. 

Charitable Giving
Personal philanthropy is quintessential to the legacy that we want to leave to our family and future generations.  We bring this perspective to conversations with our clients about their own goals.  By employing smart planning, we help clients realize their personal goals and still invest in their community.  Whether this is donating securities in kind to a charity or using insurance as a way to provide a legacy there are many ways to meet these very personal goals.  

Retirement and Estate Planning
We help clients plan for the future and use industry leading platforms to help navigate this process.  Our goal is for you to feel comfortable that you are prepared for retirement and will enjoy your lifestyle

Specialized Administrative Services
We provide simplified Customized Reporting to our clients and we feel a direct connection to the other professionals in your life allows up to provide a higher level of service including preparation of supporting docs for your tax professional or reviewing your will with your legal counsel.