About Us

Welcome to McInroy & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.

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Community Involvement

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, McInroy & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Retirement Planning

Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of McInroy & Associates Private Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Our Leadership

Education Centre

IG PRIVATE WEALTH MANAGEMENT |
A Tax-Free Savings Account (TFSA) is a great tool to build wealth for most Canadians while paying less tax. Although there are many benefits to investing in a TFSA, there can also be costly mistakes. This article outlines the eight most common pitfalls people encounter and how to avoid them.
IG PRIVATE WEALTH MANAGEMENT |
A year ago, many countries were managing through their second wave of COVID-19 infections. Many equity markets nevertheless had staged a full and complete recovery to their pre-COVID highs. Despite the equity recovery, investors were still nervous. A year ago, we had just started to hear news of pending approvals of COVID vaccines.

What is the key to successful investing?

Download our free whitepaper for more information on how time in the market, not timing the market, is what builds wealth.

Videos

My IG advisor does all my financial planning

We’ll show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.

What's your plan?

Make the most of your wealth today, without compromising your family’s financial future. We can help you create a customized financial plan that helps you plan for what matters most—now and for generations to come.

2022 Market Outlook: Rapid reopen to normalization

Our Chief Investment Strategist Philip Petursson discusses economic growth, equity market returns and inflation in his 2022 Market Outlook.