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