McFaull Financial has enjoyed over 60 years of serving the financial needs of its clients. Our experienced team of caring professionals is dedicated to providing independent life/wealth planning solutions to individuals, families, and business owners, through the delivery of our six-step Worry-Free Retirement ProgramTM.
Services
We are independent, and passionate about being so. This means we operate from a perspective free of the influence of direct ties to any financial institution. Our team can design and implement the right investment portfolio of registered or non-registered assets, as well as proper insurance protection.
Herb, the son of the founder of McFaull Financial, Dr. J.Y. (Jack) McFaull, has proudly continued the tradition of excellent service formulated by Jack. He grew up in Saskatoon and joined the firm in 1982, and has served as President of McFaull Consulting Inc. since 1985. Herb enjoys his two main roles of working directly with clients each day, and of providing valuable management expertise to the firm.
Our Founder, Dr. Jack McFaull, had a vision to provide top quality financial planning and investment/insurance management when he started our firm in 1955. His farming roots spawned his initial emphasis on assisting farm families in Saskatchewan with their estate and succession planning needs, using farm tradeshow booths to reach new clients.
The cornerstone of our client relationship is built on The Worry-Free Retirement Program; a superb, comprehensive and personalized 6-Step program to address our clients' total retirement financial planning needs. Each step is thoroughly implemented to ensure clients do enjoy a truly 'worry-free' retirement.
Reviews (2)
Chris Kolinski
Jun 01, 2021
Report
I have had the pleasure of working with Addison at McFaull. He manages my portfolio and helps me make the right decisions for my family. I have also called him a few times this past year in a bit of a panic with concerns about market changes, and he has made me feel so comfortable with the financial decisions we made together.
I highly recommend this boutique office - and more specifically, Addison Bell. They really give you the feeling that you are part of the McFaull Financial family.
If I could give them MORE stars, I would. Thank you, Addison and Team!!
I highly recommend this boutique office - and more specifically, Addison Bell. They really give you the feeling that you are part of the McFaull Financial family.
If I could give them MORE stars, I would. Thank you, Addison and Team!!
Pete Thompson
Oct 15, 2017
Report
