At Meckelborg Financial Group, we’re working to bridge the gap between Canadian investors and wealth management solutions typically reserved for the institutional investor. Are you ready to start investing differently?
What we’re up to
We’ve coupled a sophisticated platform with the highest licensing in the industry to be able to deliver on all of our clients’ needs
We’re looking beyond traditional asset classes and providing our clients access to alternative investment strategies across North America.
We work with our clients to source out insurance products that will complement their existing portfolios and address the findings outlined in their needs analysis.
We collaborate with our clients and their professionals to create individualized retirement plans that are fully customized to meet their specific needs and goals.