McInroy & Associates Private Wealth Management - Peterborough, Ontario

Desmond P.

Adam and the team are very professional, friendly and knowledgeable about the investments and income tax issues that I have engaged with them for several years.
The general information that is provided from a Canadian and global perspective on a regular basis, that is relevant for the overall decision making with respect to the investments, is very useful.
The detailed information provided in the financial portfolios is indicative of the decisions made to maximize the investments.
I am very pleased overall with the services and shall continue with Adam and the team as my financial advisers.

Brooke T.

Adam has been helping me prepare for my retirement for a number of years now. He and his team have done as great job, and I feel confident in highly recommending Adam and his team for all your financial needs.
Brooke

Andrew &. K. B.

Adam McInroy and Inverstors Group has been our financial advisor and tax specialist for many years and multiple generations. We have always had great service and they take the time and care to know all their clients and their specific details. Yesterday’s meeting was great and we spent time discussing tax options and implications for now and the future and how best to have our money invested

Lori W.

I cannot say enough about Adam McInroy and his team! He has been my financial advisor for many years and I trust his expertise and guidance completely. He takes time to get to know you and works with you to build a plan that makes sense for your life. He has also been very helpful in providing training and information to my employees!

Barrie M.

We have been with IG for many years and have had 3 advisors over that time. We are very pleased with Adam and his team. We feel we are in very good hands.

Jim B.

We really appreciate Adam's efforts on our behalf. He takes the time to know our current situation and plans for the future, and provides excellent financial advice.

Marc E.

My wife and I have had the good fortune of having Adam as our financial planner for the past five years.

Moving our portfolio over to Adam was not a decision we took lightly, but it's also one we haven't regretted once since we made it. My wife and I run our own business, so it is extremely important that we work with a financial planner who is trustworthy, knowledgeable and has the ability to communicate clearly and as required. Adam and his team check off all three of these boxes.

Throughout our relationship, Adam and his team have continually demonstrated very strong technical knowledge and market awareness which in turn has inspired confidence in their abilities. They are able to present this information in a palatable way that allows a general layman to understand it to the point that I am able to ask informed questions that help guide our decision making as we work to plan for our future - Adam and his team really make us feel involved in the process and ensure we are comfortable with every aspect of our plan.

McInroy & Associates have helped us leverage and take advantage of strong markets while conversely not hesitating to have difficult conversations and guide us through the more turbulent markets we've recently seen, maintaining a calm and consistent approach throughout it all.

Adam has done a remarkable job of ensuring we see the 'big picture' and has helped show us how to structure our business to best protect us personally. He has worked with us to set goals, create a plan and now he is helping us implement that plan.

At this stage, he is more of a coach for us than anything else - he comes up with a strategy for us, helps us implement and makes revisions along the way as required

We are thrilled with the service we receive from Adam and his team and we recommend them to the highest degree we can.

Daniela S.

Since Adam took over managing both my husband"s and my portfolios ,we feel very much at ease knowing that he will bring to the table proposals that will perform very well and therefore get good returns for our finances. He has a very professional demeanour while at the same time a very personable approach every time we talk. We always leave the meetings with Adam and his associates feeling confident and with peace of mind that our hard earned money will be taken care of.