Danielle Kubes, Special to Financial Post
The TFSA is new enough that Canadians haven’t had time to experience …
Macdonald, Shymko & Company Ltd. (MSC) is committed to providing value, service, accessibility, and sound financial planning and investment strategies that reflect our clients’ best interests, needs, expectations, and goals.
Every person and family is unique, and the relationship developed with MSC is tailored to reflect your personal needs. Our advisors are passionate about providing comprehensive Fee Only financial advisory solutions for our clients. We enjoy using our expertise and experience to help people make a difference in their lives. In our relationship there is always someone sitting on your side of the table, advocating for the accomplishment of your financial and life goals, supporting your values and coaching you along the way. We take an active role in developing your financial plan and then proactively managing the components, which allows you to focus your time on what is valuable to you.
We take a systematic and team approach to all services and this flows through to our Asset Class Investment Philosophy, which is the foundation of our Portfolio Management services. Hourly fees are assessed for our comprehensive Financial Planning services, and Portfolio Management services are based on a percentage of the portfolio managed.
For the achievement of our clients’ goals, MSC’s team of experts can focus on:
- cash flow and debt planning
- retirement planning and financial independence analysis
- strategic asset allocation and portfolio management
- stock option systematic realization strategies
- risk management and wealth protection
- education funding
- estate planning
- wealth transfer and trust planning
- planned charitable giving and bequests
- integrated income tax optimization strategies (personal, corporate, and trust)
We also can provide our clients with expatriate immigration/ emigration advice and income tax preparation services. Our services are tailored to your current, ongoing and future needs.
Where a comprehensive Fee Only financial advisory relationship is not the desired engagement, there may be other opportunities for us to provide value either through our Financial Checkup or a Specific Review Engagement. Our Employer Sponsored Programs could be a good fit if you are an employer looking to provide a dynamic benefits package for your employees or key executive team.
MSC’s Fee Only Financial Advisors are recognized as leaders in their profession and are frequently quoted and interviewed as experts for Vancouver and national publications. Our Fee Only Advisors enjoy providing assistance to the financial press and presentations for Vancouver professional groups looking for a speaker at a continuing education event.