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519.885.8051 mmagreehan@cgf.com Client Login
LinkedIn 519.885.8051 mmagreehan@cgf.com Client Login
Toggle Navigation Navigation
 * Home
 * About
 * Approach
 * INCOME65©
 * Insights
 * Contact
 * Client Login

High Impact Planning

Wealth Advisors



High Impact Planning

Wealth Advisors

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High Impact Planning

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MAGREEHAN WEALTH ADVISORS

We have a long history of working collaboratively with clients to achieve
results

Integrity, perseverance and hard work are hallmark characteristics that describe
our entrepreneurial process.

First we listen – then we provide custom solutions tailored to specific needs.
Importantly, our solutions are client-driven and are always recommended through
the lens of true independence.

Our team has an established track record of successfully assisting wealthy
families, retirees and business owners in achieving whatever outcome they
desire.

We take an open, collaborative approach to unlocking the value of a truly global
firm. Let us be the conduit to providing solutions to all your wealth planning
needs. We want to earn your business.




TESTIMONIALS

> My wife and I were recommended to Mike by a friend. I had been complaining
> that we never received advice from our previous advisor, even when we asked.
> As well, we felt we were spinning our wheels financially, because our
> investments only seemed to increase in value by whatever we contributed. So,
> we arranged a meeting with Mike, and on hearing our story, he calmly told us
> that his team could help. He profiled us and within a few days, he presented
> us with a plan. Quality companies with good dividends. Even in 2008 we only
> dipped, no free fall. Mike is easy to talk to, has a good sense of humour, and
> he is a person one instantly trusts. Best of all, our portfolio has gone up in
> value.
> B. Kirkland (retired), Clients since 2005

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> Ever since we made the decision to seek out financial advice to help with our
> goals, Mike Magreehan and his team have been there for our family. Rarely do
> you find an advisor with the patience, technical skills and overall market
> knowledge that Mike brings to every discussion. We have relied on Mike to
> steer us through market upheavals over the years, and his strategies continue
> to keep us on track. From planning for our children’s education to building up
> our nest egg, Mike is always proactive and eager to share his thoughts and his
> time with us. Mike is truly our ‘trusted advisor’, and I look forward to his
> continued guidance throughout our working years as well our retirement years.
> Joe Devitt, Partner, KPMG Canada, Client since 2004

> For nearly twenty years, Mike and Chantelle have been looking after our future
> goals for financial planning and investment needs. The team brings their
> collective experience and talent together by understanding our specific
> financial situation, to provide a strategic outlook and ensure regular
> progress aligns with that strategy. On a defined regular basis they provide
> check points, as well as throughout the year, they will reach out to us when
> circumstances arise that align with our goals to ensure we are able to take
> advantage of market conditions that will work in our favor.
> Roger Brooks, Director, Information Technology & Sandra Brooks, Director of
> Care, Client since 2002

> We trust their advice and professionalism and through measurable deliverables
> they provide the results we need as active partners in our future. They
> continuously upgrade their respective knowledge and skills to stay current
> within the industry and watch trends that may be changing to exploit those
> trends and match our long term goals. We look forward to continue working with
> the team as our life needs change from raising our family, preparing them
> through post-secondary school, and ultimately helping ensure we are looked
> after in our retirement.
> Roger Brooks, Director, Information Technology & Sandra Brooks, Director of
> Care, Client since 2002

> Since retiring in 2007, Mike set our investments up primarily to provide a
> steady monthly income, but also looking to increase the value of our
> portfolio. A steady monthly income is the most important thing for us. The big
> crash of 2008 could have been a major disaster for us but the income kept
> coming. Mike did a fabulous job of getting us through those very tough times
> and now our investments are the highest they have ever been and that is after
> taking a steady monthly income since we retired. Mike contacts us when he
> thinks a change is needed and we trust him to do the best for us. We highly
> recommend Mike and his team to anyone needing investment advice.
> Paul and Valerie (retired), Clients since 2003

> I’ve been very pleased with my dealings with Mike Magreehan and his team at
> Canaccord over the years. He has proven to be fully knowledgeable relative to
> the investment business. I have found Mike to be extremely careful in
> determining my financial requirements and limitations. His recommendations
> have been prudent, considerate, and never overbearing. Mike has proven to be
> astute business-wise, and is very familiar with business developments and with
> the business climate generally. I have found Mike to be at all times reliable
> and trustworthy.
> Stewart Mank, BA, Bachelor of Laws, Juris Doctor (retired lawyer), Client
> since 2008

> My wife and I were recommended to Mike by a friend. I had been complaining
> that we never received advice from our previous advisor, even when we asked.
> As well, we felt we were spinning our wheels financially, because our
> investments only seemed to increase in value by whatever we contributed. So,
> we arranged a meeting with Mike, and on hearing our story, he calmly told us
> that his team could help. He profiled us and within a few days, he presented
> us with a plan. Quality companies with good dividends. Even in 2008 we only
> dipped, no free fall. Mike is easy to talk to, has a good sense of humour, and
> he is a person one instantly trusts. Best of all, our portfolio has gone up in
> value.
> B. Kirkland (retired), Clients since 2005

> When my wife and I first met Mike, I recall him drawing a house and some
> ‘stick people’, and he invited us to think of investing much like owning an
> investment property and having income-producing tenants. This was a very
> different approach to me, as I had always been encouraged to set a goal to
> have my investments and my life expire at the same time! Mike countered by
> saying that if it’s set up right, the houses (aka the capital) should grow! I
> did not believe that could happen given our modest investment portfolio.
> However, it has! I have often commented to my wife that Mike appears to treat
> us as if we were his parents. His knowledge, his professionalism and honesty
> has surely gained our trust!
> Ken & Bonnie (retired), Clients since 2006

> I’ve been fortunate to work with Mike, Chantelle, and the Canaccord team for
> many years.  Their approach, rooted in a genuine personal connection, has
> always impressed me. Mike is exceptionally professional and knowledgeable,
> offering a solid strategy that he communicates with clarity. He has guided the
> development of my portfolio, and makes timely recommendations to ensure we
> make the best of markets that are always in motion. Mike has earned my trust.
> I look forward to working with him for many years to come.
> 
> — Stephen S. Client since 2006

> We have been working with Mike for many years and he has guided and grown our
> investments with a sure hand. Over time we have recognized that Mike has a
> thirst for knowledge and growth. This means that his financial advice comes
> from a deep understanding of economics, politics, history and people. We rely
> on Mike’s advice implicitly. Communication and follow up is always immediate
> and the efficiency of his team is to be admired. Along with being a consummate
> professional, Mike is an excellent listener, a great conversationalist, and is
> always most caring and kind.
> 
> — Nadia and Paul, Clients since 2005


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customized client solutions and unmatched client experience.


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80 King Street South, Suite 101
Waterloo, Ontario
N2J 1P5, Canada

Phone: 519.885.8051
Email: mmagreehan@cgf.com


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