“The Future Drives the Present”

McKinley McLarty Financial Ltd. formed in 2004, is actually the result of the principals merging their individual financial advisory practices - their latest effort in seeking to provide leadership for their business-orientated clients.

Beginning in the mid-80’s, the financial planners at McKinley McLarty Financial Ltd. have successfully implemented insurance solutions - such as Disability, Life, and Critical Illness Insurance, Employee Benefit Programs and Investment/Savings strategies providing educational and retirement cash-flow to a growing clientele now totalling in excess of 700 households.

“What Are They Like?”

Using the “tried and true” as a basis for organizing and implementing financial plans and solutions for our clients, we embrace the constant change facing all of us daily.

You’ll find us well-read, well-qualified through extensive specialized training and designations.

Our staff is hired only if they really understand and perform their duties in accordance with our #1 rule: Judge all our activities as if we were the client! We ask: What is the client experience we are providing? Is this how we would like to be treated?

At McKinley McLarty Financial Ltd, we all value integrity, honesty, competence, professional behaviour and look for these qualities as consumers. We all strive to provide a positive client experience through putting your needs and concerns first.

“So, What Can I Expect?”

Depending on the area of concentration, business/corporate or personal/family, that our clients are focused on, we follow the six steps of Financial Planning to ensure an organized, friendly, time-wise experience allowing our clients to make “informed decisions”.

We take care of the implementation of any required financial products. Our staff will keep you informed of the progress of our work and care for all the details - so, you don’t have to!

Where we apply extra-effort is in the area of regular reviews and check-ups in the years that follow implementation. Appointments are scheduled for your convenience, agendas and reports are provided in advance to make the best use of your valuable time, and we return your calls as soon as we possibly can.

“Are These People Like Me?”

They are, if you are a retail business owner, farmer, contractor, supplier, manager, professional, homemaker, retiree or recent entrant to the workforce.

Many of our clients are in their 40s and 50s, they own or operate successful businesses. They generally have families and extended responsibilities for parents, etc. They are highly motivated, busy people looking for an advisory team to look after varied personal and business concerns.

They want to be sure they are taking the right steps, maximizing their opportunities, and, have their planning react and conform to their ever-changing experience through the different phases of their life.

They like not having to explain themselves every time they have a simple question. The introductions and background work are done up front and maintained throughout the relationship - you can settle in for the long haul at McKinley McLarty Financial Ltd.