managing all of your financial details;

NO STONE LEFT UNTURNED

WEALTH MANAGEMENT | RETIREMENT PLANNING | ESTATE PRESERVATION

lethbridge financial planner

Finding the right financial plan starts and ends with a relationship.

McNally Group gets to know you and your financial picture in order to provide you with the highest level of service and the best possible result.

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The McNally Process —

  • Get the FACTS.

    McNally Group works with you to dig deeper. During the fact finding meeting we will dive into your present financial position, gather the necessary information to build a solid plan, and cover your financial objectives for now and the future.

  • Build Your PLAN.

    We will find every opportunity to improve your financial situation. Your plan is custom curated and will cover your present position, financial objectives and the options/steps required to take you from present to achieved objectives.

  • Presenting Your PLAN.

    When presenting your plan you will be given ample opportunity to ask questions. We want to ensure that you are comfortable with the plan, confident in the steps moving forward, and completely satisfied.

  • Your Plan & BEYOND.

    Now that we’ve created the plan it’s time to set it in motion. McNally Group takes care of everything on the execution end. Past the plan implementation, our ongoing service will ensure that we are present through any and all of life’s financial moments.

Each step in the McNally Group process enables us to see your complete financial picture, allowing us to capitalize on every opportunity to improve it.

This will ensure there is No Stone Left Unturned.

 

Contact Us —

It all begins by taking the first steps - come sit down with us so we can begin your journey to financial freedom.

email: peter@mcnallyfinancial.ca

call: (403) 317-4821