Mitchell McAllister - Financial Services
Calgary
Calgary
Mitch McAllister is an Associate on a team of professionals with nearly 30 years of industry experience.
Their team works with a limited number of focused professionals, land & business owners and retired clients. The practice provides expertise in a wide variety of areas including investment planning, retirement planning, tax minimalization, risk management and estate/succession planning.
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Investment Planning
We use a sub advisory method for our investment philosophy. Instead of pretending that we know more than the biggest and best firms in the world, we simply get them to manage our client's money. We come up with a strategy based on a number of different factors and then manage the managers. This eliminates the emotional side of investing which tends to hurt most investors in the long run. This allows us to offer products and services that most firms and institutions can't.
Risk Management
We work with clients to ensure that their financial plan has 'hand rails' or better yet ' safety nets'.
Have you ever asked yourself, "what would my financial well being look like if I were unable to work due to an injury or an illness?" Have you given any thought to how your passing would affect your family and the ones closest to you?
Working with industry leaders, we come up with solutions for our clients that protect not only their financial well-being but their entire families well-being.
Tax Planning
Tax is an area where your advisor can make a measurable difference and is one of the backbones to our practice.
Everyone wants to save on tax now and disregards the tax monster that they may be creating. Rather than only look at the short term, we use our industry leading planning software to project your tax rates well into retirement.
Tax can also have a big effect on your investments. Most individuals want to focus on the investments neglecting the most important part - structure. Tax planning is key in almost every area of your finances.
Do you know what your tax situation looks like now? What about in retirement?
Comprehensive Financial Planning
Most individuals and families lack a Financial Plan. Many of these people think they have a plan but rather only have a Statement.
Unfortunately this see's most Canadians severely underserved as a statement isn't able to tell you anything of value.
Our team provides comprehensive, goal based, holistic financial plans to our clients and our client's families. Giving them peace of mind knowing that they are on track for their goals. Every plan is different and we use our industry leading planning software to input goals and objectives.
If you want that retirement cabin on the lake, lets build that into the plan and see what we need to do to get there.
Looking at purchasing a home in the near future? Lets build that into a plan and see what is needed to accomplish that goal.
Are you wanting to become allergic to snow in the winter months and head down south for the winter?
Lets get started on a plan that is tailored to your goals and see where you are at today, where you want to go and then bridge the gap together - with a full financial plan.
