At MAC LLP in Waterloo, we have the resources and experience to get you results. Our accounting services include auditing, tax planning and returns, business plans, business forecasts and much more. Contact us for a consultation.
Welcome to Blair Financial ServicesMeeting your needs and aspirations is possible with the right set of wealth management, lifecycle and benefits products. Creating the plan, however, can be time-consuming and requires expertise. Blair Financial Services can help.How We HelpWe work with business and personal clients to create Integrated Solutions: comprehensive plans intended to set you up for future success. Blair Financial Services helps every step of the way by listening, planning, developing, implementing and managing all aspects of your customized solution including investments, financial products, benefits and insurance.Working with Blair Financial Services frees your time and simplifies the process of planning for the future. today and find out how we can help.September 2014
Sandra has been a financial consultant since 1993. Her commitment to excellence and her record of success is well founded with over twelve years of banking and financial experience at one of Canadas major banks. Professionally, Sandra believes in on-going education and training. Sandra holds a Master Financial Advisor Designation (MFA, Retirement Income Services Specialist) as well as her current licenses in Life Insurance, Sickness and Disability. Each year, she attends numerous courses, seminars and conferences to keep abreast of current legislation and trends.Sandra believes that there is a better way to build financial security and wealth. A way that is available to anyone who takes the time to understand and implement the principles behind the financial planning process. To that end, her philosophy is straightforward; financial success is the result of a proper plan that focuses on the realization that clients do not need to make a lot of money in order to make the money they have, work for them
Kevin P Reid, CFP, EPC, is a Senior Financial Advisor -Manulife Securities Incorporated, and started his own business in 1995, providing Insurance, Investment and Tax solutions to individuals, families, small business owners and corporations. Kevin is passionate about building a successful business and providing his clients with clear, unbiased quality advice.
Achieving your financial independence, starts with finding the right investment advisor that you can trust to be there for you and your family. Protecting your family, building needed cash flow and translating the complex investment options into a simplified plan is why I will be a valued resource for you and your family.