About Us
About Us
Macnaughton & Ward Financial Services Ltd. ("MWFS") is here for your Insurance, Investments, Wealth Management, Workplace Benefits, Retirement needs and Tax Services. We are dedicated to providing clients with knowledgeable, competent, and professional service.
Our representatives are dedicated to servicing MWFS' valued clients. This is achieved by our wealth of knowledge, and the professional relationships that we share with our clients. Deal with the professionals who will assess your needs and recommend the best products at the best price.
We strive to shop the marketplace to obtain the best rates available for various products including term deposits and insurance programs. Through our multi-company representation it is not necessary to exceed guaranteed limits as we can diversify your investments accordingly. Policies are underwritten by solid rated companies that are outstanding in their field, and at competitive rates & premiums.
We represent the major Canadian leading financial and investment institutions, as well as life insurance companies, where your money is protected by deposit insurance.
Our Process
We meet with you to ask you some questions about your concerns, your financial situation and learn about your objectives. We listen to your needs and expectations.
Our team of representatives will take into account all of the info you shared during Step #1 and look at the current market conditions to determine the best course of action.
This is not a typo. We will present our proposed plan and then listen to your feedback and answer any questions you may have for us. No question is too small and no concern is unimportant. We take your comfort seriously.
When the proposed plan is approved by you, we will begin to implement it immediately. We pride ourselves on providing you with timely updates and annual reviews to ensure the goal is still on target if there are any fluctuations in the market.
Why Choose Us
Expert Advice
Our team of representatives and Certified Financial Planners deliver a diversified mix of wealth-enhancing investments, tax and planning services and are committed to keeping in-step with the financial markets.
When you list the financial assets on your balance sheet, you might think immediately of your house, vehicles, retirement funds or financial investments. Another essential element in your financial plan, your life insurance, offers benefits that other assets don’t.
Careful preparation and sound financial decisions reap long-term benefits from a foundation of trust, stability, personalized service, expert advice and unparalleled selection of products.
Sound financial advice
For more than 40 years, the professionals at Macnaughton & Ward Financial Services Ltd. have been assisting our clients in planning and realizing financial independence. Our strength and longevity stem from the lasting relationships we have fostered with our clientele and our involvement with a network of business, professional and community associations.
Unparalleled product selection
Many financial institutions are aligned to market only a limited selection of financial products. The resulting advice is sometimes unavoidably biased. Should a client request any product not offered by MWFS, our extensive referral network will find the solution needed.
Your needs are our #1 priority
Our respect for limited time and individual circumstances motivates us to deliver personalized service that surpasses all expectations. Awarded the Surrey Now's "Best Award" - #1 Financial Service Provider in Surrey.
