Skip to main content

Book a meeting Client login

McInroy & Associates Private Wealth Management Logo
menu

Book a meetingClient login

  • About us
  • Who we help
  • What we do
  • Insights
    • Blog
  • Book a meeting
  • Join our team
  • Client centre

Blueprints for a life well lived

12 essential questions to ask a financial planner (before you hire one)

Adam McInroy | Jan 5, 2026

Contact

McInroy & Associates Private Wealth Management
(705) 748-1950
adam.mcinroy@igpwm.ca

IG Wealth Management Inc.
Mutual Fund Division

Connect

            

Book a meeting

Location

21 King St W,
Kawartha Lakes, ON K0M 1A0

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

CIRO logo
CIPF logo

www.ciro.ca

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

Conditions of Use | Privacy | Disclosures

candian flag maple leaf

Proudly Canadian

© 2026 McInroy & Associates Private Wealth Management. All rights reserved.