Financial Services

.. “You don’t know what you don’t know”

I firmly believe that with the right information, we will make the best decisions for ourselves and our families.

Nothing is more unique and personal than our finances.   Using your Goals, circumstances and  priorities I provide complete Financial Planning for Individuals and Families.

The elements I use to build each individual plan include:

  1. Debt Consolidation
  2. Mortgage and Loans
  3.  Retirement Planning
  4. Estate Planning
  5. Asset & Income Protection:
  6.  Life insurance
  7. Disability Insurance
  8. Critical Illness Insurance
  9.  Long Term Care Insurance
  10. Accident / Sickness Insurance
  11. Travel Insurance
  12. Health and Dental
  13. Registered Savings
  14. RRSP
  15. Spousal RRSP
  16. RDSP
  17. RESP
  18. TFSA

.. “You don’t know what you don’t know”

I firmly believe that with the right information, we will make the best decisions for ourselves and our families.

Nothing is more unique and personal than our finances.   Using your Goals, circumstances and  priorities I provide complete Financial Planning for Individuals and Families.

The elements I use to build each individual plan include:

  1. Debt Consolidation
  2. Mortgage and Loans
  3.  Retirement Planning
  4. Estate Planning
  5. Asset & Income Protection:
  6.  Life insurance
  7. Disability Insurance
  8. Critical Illness Insurance
  9.  Long Term Care Insurance
  10. Accident / Sickness Insurance
  11. Travel Insurance
  12. Health and Dental
  13. Registered Savings
  14. RRSP
  15. Spousal RRSP
  16. RDSP
  17. RESP
  18. TFSA

Testimonials

Pauline has been my financial guide for 3 years and I am so grateful! Pauline has helped me discover what my pain points were and how I can grow and most importantly managing cash flow. Pauline has the unique ability to hold space during the most vulnerable moments it is because of her empathy, care and empowering ways that I have completely transformed my money management! I highly recommend Pauline to people who  are willing to action and make life effortless!

-Client, Barrie

Testimonials

We called Pauline when we knew it was time to merge our money managing ways as a partnership. Together my husband and I reviewed are spending habits, set goals and put BIG changes into place. Our situation was great but we wanted it to be effortless and abundant. Well one year later here we are celebrating our first successful year as home owners and it was so effortless! We are so grateful to Pauline, she held space for us and helped us to communicate and create the strategies to ensure we succeed our goals! I highly recommend Pauline!

Client, Barrie.

Testimonials

Pauline has been such a huge help to my family. She is very knowledgeable and resourceful.  She helps overlook the families Financials and gives us guidance on what options we have available to us. We also have several policies that she has set up for us and I can go to her anytime with my questions and know she has my families best interest at heart. I had someone else taking care of this before meeting Pauline and felt that I was left in the dark and forgotten about unless I contacted them. This is certainly not the case now. I have a young family and we are just starting to get our lives together. Pauline has truly been a blessing in helping us figure everything out and I would highly recommend her.

-Jeysabel

Testimonials

I love attending Pauline’s Women, Wine & Money events. Pauline is a great speaker, and knows her stuff.  I find them very informative and always walk away with more knowledge.

-Laura

Testimonials

I have had the pleasure of attending the Women, Wine and Money Information Evenings for the past year. I thought that at my age I would have learned everything by now but am amazed at how much I still need to learn. Pauline invites some wonderful guest speakers to keep us informed about such topics as legal matters, insurance and of course money. Pauline is always willing to share her personal experiences and struggles, which many of us can relate to. It is also a great networking event to meet wonderful Ladies that are in the same or similar situations as yourself. I hate to miss a session. Thanks Pauline for bringing this wonderful group together to help Women learn about their finances and so much more!

-Christine B

Testimonials

I love working along side Pauline, as when I pass her a referral she provides excellent customer service to my clients, which reflects back on me, everyone is happy all around.  Great work!

-Laura

Testimonials

Pauline is a professional, intelligent and caring  Financial Consultant. I first met Pauline at her information session, Women, Wine and Money.  It was at a point in my life where many changes were taking place and I was very scared and confused.   She diligently handled all my financial questions and set me on a path of financial security for me and my family.   I was so impressed with her and now all my family members use Pauline as their Financial Consultant.  Take advantage of the free financial assessment.  You will not be disappointed.  As Pauline says, “You don’t know what you don’t know.”

-Nella Di Blasi

Testimonials

I have been learning a lot about finances from Pauline McGuire, at Women, Wine & Money, for the last 2 years.  When I do additional research (I am addicted to learning) Pauline’s advice and information has always been bang on.  She speaks clearly in language I can understand and is excellent in providing concrete examples and data when I need further explanation.  I have complete confidence in her advice and have recommended her to my friends and associates.

-Cheryl S.

Testimonials

I just have to say I’ve been walking around holding my breath for almost a year… TRUE!!! I DECLARED an excellent financial advisor and planner was coming into my life. TRUE!!!   TaDa … Dixie introduces me to some financial girl, my thought was ok we will see!!! In the SHORT 12 or so months Pauline McGuire she been able to create value where we thought there was none… Create and execute a plan that has me looked after in my retirement and ……wait for it… Created a financial plan for my folks to eliminate debt and have a future with ease and joy.   They can enjoy their retirement together with options they are happy about and in agreement with… Pauline Thank You, like screaming it from my roof top… THANK YOU!!! If you’ve not met with Pauline you might not know what’s possible… “We don’t know what we don’t know”….Pauline created plans with the facts that have ease and joy and fun…while being doable and beneficial. Happy pocket, full of gratitude!!! My heart is full and I’m very Happy…

-Juliann

Testimonials

In April of 2014, I had the opportunity to sit down with Pauline McGuire to take advantage of free financial assessment.   It was one of the best choices I have ever made.

I went into that room at a very low point financially.  I was struggling to live pay cheque to pay cheque (and sometimes not making it to the next one before running out),  juggling credit cards debts and knowing that I wasn’t going to be ready to retire at age 65.

I left that room with sense of purpose and determination, even though I didn’t magically have any more money at my disposal.  The power of having a plan and someone at my back pointing out beneficial changes made me feel like the weight of the world had been lifted from my shoulders.

I cannot recommend enough the benefit of taking that first step.  My short term financial goals are in constant motion while my long terms plans remain fairly steady.  Pauline works with me to setup the best plan for these goals and follows up frequently on my progress.

Don’t hesitate – book that first appointment.  You will be happy you did.

-Peggy

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