Jeffrey MacIsaac

Financial Security Advisor
Investment Representative

I became a financial security advisor because I enjoy working with people and I’m motivated by helping people. It’s fulfilling to help someone make a financial security plan and know that I’ve been a part of making a positive impact on their lives.

I help families, from those who are just starting out to those preparing for retirement, plan for what life will bring. No one wants to think what will happen if they become very sick, but I do my best to make these difficult conversations comfortable. We’ll also make time to plan for life’s fun events, like what your longest vacation (a.k.a. your retirement) will look like.

Once we’ve met to talk about your plan and put it in place, I’ll be there to work with you to help make sure your plan keeps up with your expectations and your life events. I give you the level of attention you want, from regular meetings or quick chats to see if we need to review your plan.

When I’m not working, I enjoy spending time with my family, especially at our cottage in Pugwash, N.S. I also stay active walking my dog, golfing or playing hockey.

Recent posts

How to find a financial advisor who’s compatible with you and your lifestyle

Aug 01, 2022 - Canada Life

There’s no one-size fits all answer for finding a financial advisor that’s best suited for meeting your specific financial situation and goals. However, there are tips you can follow to help you find a financial advisor who matches your needs...

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Tips for talking to a financial security advisor for the first time

Jul 25, 2022 - Canada Life

Does the thought of financial security planning feel like unknown territory?...

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Budgeting for a move

Jul 15, 2022 - Canada Life

Common moving expenses to budget for...

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