Matthews McDonough Financial Planning Inc. is a progressive leader in the financial services arena with over 100 years of combined experience. We are in a position to offer individuals and families guidance in protecting their lifestyle and creating a financial legacy they can be proud of. We work primarily with professionals and business owners helping them manage their financial assets in a way that is consistent with their objectives.
Specific areas of practice include portfolio design and management and wealth transfer. At Matthews McDonough Financial Planning Inc. we pride ourselves in creating and maintaining loyal relationships with our clients, associates and employees. We engage multiple resources to align and inspire your desired results.
Specific areas of practice include portfolio design and management and wealth transfer. At Matthews McDonough Financial Planning Inc. we pride ourselves in creating and maintaining loyal relationships with our clients, associates and employees. We engage multiple resources to align and inspire your desired results.
Services
We strive to help people protect what they have built and to establish a legacy they will be proud of- both during and after their lifetime. We accomplish this by working in two areas. The first area is financial security planning. Here we try to determine what action, if any, needs to be taken to provide financial security for you and your family in the areas of liquidity, death, disability, retirement and estate planning.
We've been talking a lot about becoming stronger and better together. Today, we're announcing that our three companies - Great-West Life, London Life and Canada Life - will be uniting under one strong brand: the new Canada Life. Our goal is to make it simple to understand who we are, simple to do business with us and simple for you to deliver the right solution at the right time for your clients.
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