Services Offered
Financial Coaching
One-on-one sessions to answer questions, provide advice, and create tailored financial plans for clients.
Bootcamp Workshops
Educational seminars covering dividend-paying whole life insurance and portfolio management strategies.
Portfolio Reviews
Ongoing assessments and adjustments to ensure financial plans align with client goals and market conditions.
Webinar Series
Online sessions offering insights into financial topics and updates on investment opportunities.
Insurance Solutions
Guidance on implementing dividend-paying whole life insurance as part of a comprehensive wealth-building strategy.
Reviews
5(5 reviews)
Rating Distribution
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Kent zbaraschuk
via Google
8 months ago
Samantha and I are so blessed to be working with this team of professionals. From the first meeting over 10 years ago, to years of ongoing reviews, Glen and his team have been there for us to answer all of our questions. Attending on of McGuire's bootcamps, and just recently a webinar, they are topnotch. Highly recommend McGuire, Glen and his team
L
Lorraine Cotévia Google
9 months ago
Marilyn is patient, and takes the time to provide information and answer all my questions. She also has valuable advice and suggestions to offer. Marilyn is a great financial coach. I consider myself somewhat illiterate when it comes to finances and she made is simple and accessible. I'm quite happy and thinking of referring her to my family and friends.
D
Denise Tesanvia Google
almost 6 years ago
Just completed my first bootcamp and am almost through reading the book. All I can saw is WOW...wish I knew this year's ago. Glen was a great presenter and all the examples were easy to follow along in the notebook. Would definitely recommend the bootcamp to others. Great job! Looking forward to my follow up call to see how I can implement this in my life.
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Simon Chinvia Google
about 6 years ago
Just completed the bootcamp (my first one) and it was a great learning experience. Would recommend to others looking at different ways to manage their finances and how you can build a better system for yourself. Glen also does a great job in presenting the info and answering questions presented by the class. Great work!
D
Donald Watermanvia Google
over 6 years ago
I attended my first boot camp three years ago. I found the information and the concept of the dividend paying whole life insurance so positive that my wife and I invested into the program. Glen and the McGuire Financial group have reached out many times to ensure we fully understand the program and to answer any and all questions. The whole experience has been so positive that I wanted to introduce this to my son. We recently attended a boot camp together. He was very impressed and excited about the program, stated several times that the time taken to attend the boot camp was very well spent. For me attending the second camp I was surprised at the amount I learned.There are so many ways that this program can help stabilize and direct your financial portfolio. My wife and I have stated several times we wished we had been introduced to this program years ago. Thank-you to Glen and the McGuire team for all that they do. Don Waterman
