OUR SERVICES
Family is important to you, and your family is important to us.
Every client is unique, that's why we personalize our financial services to cater to your needs.
wealth management
estate planning
life insurance
business planning
travel insurance
MEET THE TEAM
Our team of educated and trusted professionals will provide
you with excellent service and answer all of your questions
MORTGAGE AGENT
FINANCIAL ADVISOR
ESTATE LAWYER
DIGITAL COMMUNICATIONS ASSISTANT
WHY YOU SHOULD CHOOSE MARY MCMAHON
Mary McMahon has worked in the financial industry for over 25 years. She completed her FPSC Level 1 Certificate and is working towards her Certified Financial Planning designation.
Her goal? To treat every client the way she wants to be treated - with respect, honesty and care. After all, it is your money, your goals, and you deserve to be treated as such.
Over the years, Mary has enjoyed working and helping clients achieve their financial goals. She educates and empowers her clients towards financial independence through financial strategies. Clients' happiness and satisfaction inspires Mary to continue providing her best services.
On the home front, Mary is a mom to 2 beautiful children, Mitchel and Alexia, who keep her on her toes.
TESTIMONIALS
Mandy
When it comes to finances, I have always been the type of person who would rather hide my head in the sand, and hope that things would work themselves out, than to actually try to sit down and figure everything out on my own. I have always found finances, and everything that goes along with it, extremely intimidating!
When I met Mary, she put my mind at ease right away! She made me feel like I was able to do this, and I didn't have to be afraid to ask for help. She was able to take me by the hand, and help walk me through all the areas in which I felt I was struggling the most with!
I finally feel like I have control of all my finances, and thanks to Mary, I now have a financial plan in place that will help me fulfill my goals, and make sure that my family is financially secure! Thank you so very much Mary, I couldn't have done this without you! You are my lifesaver....literally.
Anne
I've known Mary for many years and I knew that I'd experience the best advice and recommendations regarding my finances. Mary understood my needs and helped me achieve what I wanted. Her knowledge and expertise of the industry made it easy to understand what was best for me in my current situation. I have no doubt Mary will help me achieve my future financial goals
Sarah
"I came out of a divorce not knowing which way to turn with my financial, portfolio, and insurance matters. After meeting Mary, I can honestly say with her experience, she helped me feel confident and secure in my new financial path forward. Mary kindly took the time to get to know me personally, so she could provide me with a customized plan that met my individual needs.
There were no pressures or sales tactics that I've often experienced with other companies. Mary also took the time to explain everything in layman's terms for me to reduce uncertainty and feel comfortable with my decisions. She is patient, honest, ethical and professional in her business; and I would highly recommend her to manage your financial goals."