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BRC DIRECTORY

Expert in
Financial Services.

Some of my clients...
References available on request

 

For business meetings,
I'm open
to...

 golf
networking
coffee
lunch

 

 

 


Tim McIntosh, Financial Security Advisor
Freedom 55 Financial
Burlington/Hamilton R0930
Tel: 905-332-3400 Ext. 111
timothy.mcintosh@freedom55financial.com
www.freedom55financial.com

Category: Investments

Helping You Succeed
How can I help you?
As a Financial Security Advisor with Freedom 55 Financial, I bring over 30 years of business experience, both as an owner and sales representative. This in depth understanding of the issues business owners face allows me to provide a specialized level of service to those clients.  

I provide full financial planning services, including, Segregated funds - Mutual funds - RRSPs - RESPs - Annuities - RRIFs - LIFs.

Connections for you...
I am able to connect you to experts in Group Insurance / Accounting / Legal / Mortgages / Tax and Estate Planning.

Businesses I'd recommend:
Just ask me!

About Me
A Good Referral for me is...
An individual or business owner looking to maximize Asset Accumulation while Minimizing Tax and ensuring efficient Wealth Transfer.

I am looking for:
Business owner in need of Group Insurance/RRSPs - financing of buy-sell agreements, as well as individuals who are looking for comprehensive Financial Planning.

Target Markets / Industries
Small to medium sized privately held companies and their owners.

Favorite Client Testimonial
Just ask me!

On a more Personal Note
If I had a million dollars...
Just ask me!

I keep my sanity by...
Business owner in need of Group Insurance/RRSPs - financing of buy-sell agreements, as well as individuals who are looking for comprehensive Financial Planning.

My favorite book is:
The Rama series of books, by Arthur C. Clarke and Gentry Lee.





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