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At McInroy & Associates, we help individuals and families across Bobcaygeon, Kawartha Lakes, Haliburton, and Peterborough focus on long-term wealth preservation through calm, structured financial plans that bring clarity to complexity and confidence to every decision. Whether you’re preparing for retirement, supporting the next generation, or simply want to ensure your wealth works in harmony with your life, our process is designed to guide. We take the time to truly understand your values, your concerns, and your vision. From there, we build a plan grounded in steady investing, real-world tax efficiency, and long-term wealth planning. Families trust us across generations because we care deeply, communicate clearly, and stay with them through every life shift. And when life changes—and it will—we’re already there, adjusting the plan so you can keep moving forward.