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McEachnie Group Private Wealth Management
Investors Group Financial Services Inc. |
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thinking ahead |
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“It’s gratifying to watch people enter retirement
with a plan that works for them.” Russ McEachnie
knows. In his 16 years with Investor’s Group
Financial Services Inc. in Waterloo, he’s helped
families, individuals, and business owners get
their finances in order so that they’re better
prepared to face life’s challenges as they unfold. |
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As a financial advisor, Russ is responsible for
risk protection and wealth management planning
for clients; a tall order that demands a strong
multi-disciplinary team and good industry contacts.
Russ understands that comprehensive financial
planning has to be incorporated with long-term tax,
estate and legal considerations. Through Investors
Group, Russ has access to a team of specialists; they
ensure that the best and most current thinking is
applied to each unique client situation. Every client
benefits from 80 years of investment success at
Investors Group and from in-depth analysis and
customized comprehensive financial plan design. |
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Respect |
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Russ is well-known in the Waterloo region.
He shares his approach through TV appearances, a
financial tip of the day on local radio and an
advice column in the Waterloo Chronicle.
Russ believes it is extremely important to
support our community and local charities. “We
are so blessed; it’s a pleasure to give back” |
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Russ also supports his profession as a keynote
speaker at industry events and is recognized by
his peers at North American conventions. |
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“I enjoy sharing our extensive knowledge
wherever there’s a receptive audience,” Russ relates.
“When we sit with a client, for example, they’re
always in a better position with our experience
on their side. I like freeing people from the
financial worries so they can do what they do
best; business owners can concentrate on their
core business while we look after the financial
details and the succession planning challenges.” |
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The plan |
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Many clients have been with Russ’ team from
the beginning, introducing Russ to their children
and grandchildren. Tax and estate planning is best
accomplished when Russ understands every family
member’s goals and concerns. Small business owners are
a favourite client type. “We can do so much for them.” |
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Russ compares his planning strategy to building a
house. “You would never embark upon a construction
project without guidance and a blueprint from an
architect. The same is true in wealth management. Too
many expensive mistakes can occur without a plan
and a trusted advisor to ensure it’s always relevant. |
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Russ and his team aim to be fully prepared
to advise on any issues that affect family or
business wealth. They dedicate themselves to
continual education. Clients who seek Russ’
advice are always well prepared in advance of
the financial deadlines which allows them to
avoid last-minute and potentially risky moves. |
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It’s personal |
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Russ helps people develop a personal or corporate
comprehensive financial plan that suits their lifestyle
and business goals. Who are you and what do you
want to accomplish? That’s where it all begins. Then
the plan changes as life unfolds; new job; new house;
growing family; changing priorities; retirement,
selling a business or succession planning. Every life
event affects your future, so each plan is designed
to accommodate changes to ensure that it’s always
relevant and always aiming to grow your wealth.
Russ reminds us all, “Your wealth is not about how
much you earn but rather how much you keep.” |
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