McIntosh Wealth Advisory is uniquely positioned as an independent practice with unparalleled access to the Manulife Group of companies at the Managing Director level in order to deliver integrated solutions of the highest quality.
Our service platform Total Wealth Concierge™ ensures our client’s and their loved ones receive the gold standard of service. We believe in identifying, prioritizing and delivering personalized wealth management services and adhere to the proven and trademarked process the Wealth Management EDGE™.
We designed total Wealth Concierge™ as the first-call and coordination point for highly successful people to access advice on their money. By utilizing our practice as their personal CFO, clients gain the convenience, systems and expertise required to deliver integrated solutions to their most complex wealth challenges.
The Wealth Management EDGE™
The Wealth Management EDGE™ is our trademarked process for advising business owners, retirees and company executives with more than just investing. Our client’s know that their values towards money drive their integrated solutions and enjoy the comfort of always having progress reported with respect to their lives.