Since 1995, McInroy & Associates Private Wealth Management has been helping generations of clients in the Kawartha's and Haliburton Highlands gain peace of mind for the future and achieve their goals.
In a world that is increasingly complex with infinite choices and finite time, it's natural for people to delay important decisions. The right financial partner and right financial plan will guide you with clear, concise, and actionable advice so you seize opportunities, not miss them.
With a specialized focus helping young professionals, retirees, and families transitioning wealth, we have helped clients navigate a range of diverse and complex decisions.
We begin by meeting you where you are comfortable, and we listen to understand your aspirations, passions, and concerns. Our comprehensive approach focuses on your unique situation. To help make your vision for the future a reality, so you can sleep easier and enjoy your dreams.