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Last updated: 5 months ago
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Financial Planning
About McInroy & Associates Private Wealth Management
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adam.mcinroy@igpwm.ca
Kawartha financial planning rooted in trust, clarity for generations: Structured planning that brings clarity to your whole financial life. With McInroy & Associates, you gain a calm, steady presence—so you can make confident decisions, protect what matters, and feel supported at every stage. At McInroy & Associates Private Wealth Management, we believe the best financial advice starts with deep listening and a personal connection. For nearly 30 years, we’ve helped families across the Kawarthas move forward with confidence—offering plans that go beyond investments to support retirement, tax efficiency, estate planning, and real-world life transitions. Our approach is defined by genuine care, generational trust, and structured advice that brings calm to complexity. (IG Wealth Management Inc. Mutual Fund Division)