Welcome to McInroy & Associates Private Wealth Management

At McInroy & Associates Private Wealth Management, your first meeting is more than just a consultation – it’s a warm welcome and personalized financial planning experience crafted just for you.

At McInroy & Associates, our commitment is unwavering – we’re here for YOU. Your financial dreams are our top priority. From personalized investment strategies to tailored financial planning, we craft solutions that reflect your unique goals.

About Us

Welcome to McInroy & Associates Private Wealth Management. We are a team of professional financial planners based in Bobcaygeon who are committed to guiding affluent Canadians toward their financial goals.

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Our Approach

We will build your financial 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

At McInroy & Associates Wealth Management, 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 when it comes to tax planning, retirement planning, investment planning, estate planning and business succession. 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

Creating a will means making big decisions that will impact your family for years after you’ve gone. While divvying up assets, assigning care for dependants and tax planning will take up most of your will-creating conversation, you’ll also have to consider who should be the executor of your will (or the liquidator in Quebec).
It’s not easy to talk about estate planning; after all, who wants to think about what might happen when they’re no longer here? It’s also a complicated topic, covering investments, tax and real estate, not to mention hard-to-navigate family issues. There’s far more to it than just making a will — find out exactly what’s involved in estate planning. As a result, many people make mistakes or forget important steps when developing their estate plan, which can lead to trouble for their loved ones.

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.


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Q2 market review: Optimism lifts markets

IG’s Chief Investment Strategist, Philip Petursson, discusses equities’ surprisingly decent performance in Q2, along with persistently sticky inflation and interest rate hikes.

IG Target Education Portfolios for RESPs

IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.