Financial Services Edmonton - Mcguire Financial

Professional Financial Services
MCGUIRE FINANCIAL GROUP

About McGuire Financial
McGuire Financial is a financial planning company based out of Edmonton, Alberta, with
over 18 years of experience in the financial planning industry.
It offers you to take out one loan to pay off your all other debts. According to McGuire
Financial groups, debt consolidation is the best way to manage your various loans. With
help of debt consolidation, you will be able to secure a lower interest rate or fixed interest
rate.

MCGUIRE FINANCIAL GROUP © 2011 | 6005 GATEWAY BLVD. EDMONTON, ALBERTA T6H 2H3

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Overview Process – McGuire Financial Group
At McGuire Financial groups, our clients experience begins with a values based
conversation. More importantly, you will discover amazing strategies for making a
meaningful transformation in your core values, Experience and financial assets.
 We Listen to our clients, & we mean “truly Listen”…
 The Initial Meeting
 The Values based Financial Plan Meeting
 Your vision… Next steps meeting
 Wealthy Meeting
 Review & Implementation Meeting
 Strategic Implementation Launch Meeting
 Personal Ongoing Review


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Our Financial Philosophy
McGuire Financial Group is a holistic Financial, Investment, Insurance, Debt Management
& Mortgage firm that optimizes a process for our clients. We take our clients through a
Values Based Planning process to help us understand what our clients really need and want.
We expand on the scope of your needs and engage to include all of your assets for your
entire family. McGuire Financial distinguishes itself from other financial advisory firms
that typically take a very limited approach and deliver limited results.
At McGuire Financial our Trusted Advisors and our Values based philosophy allows us to
consider the entire family and sometimes extended family needs must also be considered in
creating the best possible solution.


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Our Financial Services


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Investments
McGuire Financial provides Exempt Market
Investments through our dealer, Rain tree
Financial Solutions, to clients who are looking for
an alternative to Mutual Funds!
We provide the services to create investment
portfolios that reflect the individual investor’s
unique goals, needs and circumstances.
Our primary focus is on serving clients throughout
Edmonton and Alberta.


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Investment Procedure


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Insurance
Our unique network of employees, personal
financial strategists, agents, and distribution
partners offer our clients protection and wealth
management products and services.

These products include individual life insurance,
health insurance, long term care services, group
life, annuities and banking products. We provide
asset management services to individual clients
and businesses.
McGuire Financial takes an innovative approach
in helping Canadians face every day challenges.


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Insurance Types
Life
Long Term Care
Health
Home
Banking Products
Group Life

Annuities

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Mortgages
A mortgage is a way to use one's real property, like land, a house, or a building, as a
guarantee for a loan to get money. It involves the transfer of an interest in land as security
for a loan or other obligation.
With some simple changes you can at last own your home mortgage free.
If you are:
 Looking for a new mortgage?
 Considering refinancing?
 Need a line of credit?


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Mortgages Market Canada
Mortgage Market Solutions by Banks…


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Financial Planning
Financial Planning is the process of meeting your
life goals through the proper management of your
finances.
It the process of developing strategies to help you
manage your financial affairs so you can build
wealth, enjoy life and achieve financial targets.
Our professional Financial Planners have been
helping Alberta residents for many years. We have
a wide range of secure financial products available.
Let one of our professional financial planners show
you how.


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Customized Financial Planning


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Credit Counselling
Helping Individuals and Families Set and Achieve Financial Goals. Are you being denied
the financing you need because of poor credit rating? We can show you how to repair your
credit rating and get back the financial freedom you deserve.
If you would like to:
 Improve your credit score
 Repair or obtain your credit report
 Need counselling on credit related issues


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Credit Counselling Solutions


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Debt Consolidation
Debt Consolidation means taking out one new loan to pay off all your other loans. It is a
form of debt relief in which an individual takes out one loan to pay off his/her multiple preexisting loans.
It’s a stressful reality that many of us have come to accept as a part of life. There is help
available in the form of Debt Consolidation.
 How it Works
 Debt Advice
 Alberta Debt Consolidation
 Bad Credit & Debt Consolidation Loans


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Debt Consolidation Services


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Infinite Banking
At McGuire Financial we specialize in structuring policies that maximize the living benefits
(Safety, Liquidity, Rate of Return, and Tax Benefits) that can only be found within a
Participating Whole Life Insurance Policy.
The Infinite Banking Concept® enables you to:

 Grow cash every year on a foundation of Guarantees
 Shield your savings from the volatility of the Stock
Market
 Have complete control over the use & liquidity of your
own Money
 Create a personal banking and financing system
 Develop a tax advantaged and tax deferred retirement
program

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Infinite Banking Concept


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Alternative Investments to mutual funds
Alternative investments are favored mainly
because their returns have a low correlation
with those of standard asset classes.

Because of this, many large institutional funds
such as pensions and private endowments have
begun to allocate a small portion (typically less
than 10%) of their portfolios to alternative
investments such as hedge funds.
McGuire Financial provides Exempt Market
Solutions to clients who are looking for an
alternative to Mutual Funds!


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Why mutual funds ?


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Talk to the Financial Experts
McGuire Financial Group
www.mcguirefinancial.ca
6005 Gateway Blvd.
Edmonton, Alberta
T6H 2H3
PH: (780) 462-1289
Toll Free: 1-877-364-8204


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Thanks and Regards:
Glen Zacher
Founder and CEO
Hello, and thank you for visiting. I look forward to speaking with you over the phone and
meeting with you face to face. Feel free to call me direct at: (780) 462-1289.

Glen Zacher

Founder and CEO
(McGuire Financial Groups)


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