At Meckelborg Financial Group, we're working to bridge the gap between Canadian investors and wealth management solutions typically reserved for the institutional investor. Are you ready to start investing differently?. We've coupled a sophisticated platform with the highest licensing in the industry to be able to deliver on all of our clients' needs.
We're looking beyond traditional asset classes and providing our clients access to alternative investment strategies across North America. We work with our clients to source out insurance products that will complement their existing portfolios and address the findings outlined in their needs analysis.
We're looking beyond traditional asset classes and providing our clients access to alternative investment strategies across North America. We work with our clients to source out insurance products that will complement their existing portfolios and address the findings outlined in their needs analysis.
Services
What We Do
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We're not looking to fall in line. We're happy to carve out our own path and, as one of the few Portfolio Management firms in Saskatchewan, we've been doing it for awhile now. Our licensing, platform and team approach are three key components of our business that separate us from the pack and allow our clients to benefit from a greater scope of products and services.
Investments
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Simply put, our goal is to bring institutional quality investment strategies and products to Canadian investors. Throughout Canada, the majority of investment portfolios are largely comprised of traditional assets including mutual funds, GICs and bonds. Historically, these assets have performed well largely due to declining interest rates, lower inflation and strong global GDP growth.
Financial Planning
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The purpose of a financial plan is to identify both your short-term and long-term goals, to assess your current financial situation in full and to outline the steps needed to take to get from where you are to where you want to be. It will either give you peace of mind or provide you with a necessary wake-up-call.
Insurance
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Our in-house insurance team has over 100 years of combined experience. We are independent brokers who work with multiple insurance providers giving our clients unbiased options for their insurance needs. This, combined with our personalized approach of working alongside your other professionals (accountants and lawyers), allows us to create and implement sophisticated planning strategies using the products that best fit your needs.
Why We Do It
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We're working hard to ensure that the portfolios of Canadian investors are following suit. World investment platforms have evolved over the last 20 years. Increased globalization coupled with rapid advancements in technology have created new opportunities for investors. As borders become increasingly blurred and information becomes increasingly accessible, the ability to invest in companies around the world is easier and easier.
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