Case Study: A genuine connection makes all the difference for John and Cheryl Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Retirement | Tax Planning | Total Client Experience | Wealth Management | Testimonial Published by Team Mactaggart on Jan 17, 2025 They met several financial advisors and found a connection with Mike Hryn of the Mactaggart Hryn Team. “We clicked. He’s not arrogant or flashy. The service is there, and it feels genuine."... Read more
Case Study: Clients value personalized approach with Mactaggart Hryn Team Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Retirement | Tax Planning | Total Client Experience | Wealth Management | Testimonial Published by Team Mactaggart on Jan 15, 2025 Eric appreciates Will and Mike’s approach to understanding the couple’s long-term financial goals. "The initial focus was on the connection, and this is who I am… what motivates you, where are your priorities?"... Read more
Case Study: Amy values collaboration in her relationship with The Mactaggart Hryn Team Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Retirement | Total Client Experience | Wealth Management | Testimonial Published by Team Mactaggart on Jan 15, 2025 Amy values that Mike prioritizes incorporating her values into their investment strategy. "He asks about what matters to me and the values we might want to bring into the strategy".... Read more
Case Study: "I feel heard and respected" Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management | Testimonial Published by Team Mactaggart on Oct 22, 2024 Susan has worked with Will since 2015 and likes that The Mactaggart-Hryn Team is part of a large corporate investment firm, but that they’re still small and local...... Read more
Artificial Intelligence: How many fingers am I holding up? Filed Under: Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Team Mactaggart on Aug 27, 2024 AI has been one of the buzzwords (letters?) of the past year. Tech companies, eager to prove they’re the best in the game, are racing to get ahead of each other with the latest software and advanced strategies. It’s clear that however...... Read more
Handcrafting your investment portfolio means understanding the stories Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Monica Mazun on Aug 27, 2024 Over the years I’ve found that some clients want a high level of detail when it comes to their investments, while others just want to know if their portfolio is performing to their expectations. There’s nothing wrong with either approach...... Read more
Investing in real estate? Build a strong foundation. Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Team Mactaggart on Aug 27, 2024 One of the most exciting days has finally arrived as you grip the cool, comforting metal in your hand. It’s the key – not just to your new home, but to the next chapter of your life. As you open the door...... Read more
Looking at the big picture Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Monica Mazun on Aug 27, 2024 Inflation and interest rates dominate the headlines. I know, it’s a downer, right? But there’s no point in tiptoeing around it...... Read more
Strengthening the role of women in finance. Filed Under: Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Team Mactaggart on Aug 27, 2024 A few years ago, my boss asked if I was interested in going down the path of becoming an Advisor, with the possibility of maybe even becoming a partner one day. I’ll never forget my response...... Read more
Is social media our best source for financial literacy? Filed Under: Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Monica Mazun on Aug 27, 2024 How sound is the financial advice you're receiving on social media? It depends on what you’re looking for...... Read more