professional financial services
DESCRIPTION
A document on Financial Services in Edmonton AB.TRANSCRIPT
![Page 1: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/1.jpg)
Professional Financial Services
MCGUIRE FINANCIAL GROUP
![Page 2: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/2.jpg)
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.
1 MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 3: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/3.jpg)
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.
2
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
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 4: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/4.jpg)
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.
3 MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 5: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/5.jpg)
Our Financial Services
4 MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 6: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/6.jpg)
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 investor’s unique goals, needs and circumstances.
Our primary focus is on serving clients throughout Edmonton and Alberta.
5 MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 7: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/7.jpg)
6
Investment Procedure
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 8: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/8.jpg)
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.
7 MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 9: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/9.jpg)
8
Insurance Types
Life
Long Term Care
Health
Home
Banking Products
Group Life
Annuities
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 10: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/10.jpg)
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.
9
If you are: Looking for a new mortgage? Considering refinancing? Need a line of credit?
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 11: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/11.jpg)
10
Mortgages Market Canada
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
Mortgage Market Solutions by Banks…
![Page 12: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/12.jpg)
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.
11 MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 13: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/13.jpg)
12
Customized Financial Planning
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 14: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/14.jpg)
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.
13
If you would like to: Improve your credit score Repair or obtain your credit report Need counselling on credit related issues
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 15: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/15.jpg)
14
Credit Counselling Solutions
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 16: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/16.jpg)
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.
It’s 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.
15
How it Works Debt Advice Alberta Debt Consolidation Bad Credit & Debt Consolidation Loans
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 17: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/17.jpg)
16
Debt Consolidation Services
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 18: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/18.jpg)
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.
17
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
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 19: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/19.jpg)
18
Infinite Banking Concept
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 20: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/20.jpg)
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!
19 MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 21: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/21.jpg)
20
Why mutual funds ?
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 22: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/22.jpg)
Talk to the Financial Experts
McGuire Financial Group
www.mcguirefinancial.ca
6005 Gateway Blvd.
Edmonton, Alberta
T6H 2H3
PH: (780) 462-1289 Toll Free: 1-877-364-8204
21 MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3
![Page 23: Professional Financial Services](https://reader030.vdocuments.us/reader030/viewer/2022020501/568c38d61a28ab0235a0385d/html5/thumbnails/23.jpg)
Thanks and Regards:
Glen Zacher
Founder and CEO
(McGuire Financial Groups)
22
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.
MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3