Patrick McGarry Advisory specializes in three areas:
1. Implementation and management of company benefit plans with custom funding models to reduce premiums, mitigate annual increases and provide transparent compensation
2. Implementation and management of low cost group retirement plans to maximize plan member value
3. Derive Intergenerational wealth transfer solutions for high net worth business owners, executives, and families
Company Details
- Employees
- 1
- Founded
- 2012
- Address
- Mississauga, Ca
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- https://patrickmcgarry.ca/
- Keywords
- Benefits, Pension, Whole Life.
- HQ
- Mississauga
Patrick Mcgarry Advisory Questions
Patrick Mcgarry Advisory's website is https://patrickmcgarry.ca/
Patrick Mcgarry Advisory's LinkedIn profile is https://ca.linkedin.com/company/patrick-mcgarry-advisory
Patrick Mcgarry Advisory has
1 employees.
View email and phone details for 1
employees at Patrick Mcgarry Advisory.
Patrick Mcgarry Advisory's industry is
Insurance
Patrick Mcgarry Advisory's top competitors are
Dutra Wealth Management Group,
Venture X Oakville,
Retirement Planning Simplified,
Empyrion Technologies Inc.,
Jennings Consulting,
Strategies For Wealth Management,
Innova Wealth Partners,
Sound Financial Strategies,
Evolv Financial Solutions,
Ia Private Wealth Usa.
Patrick Mcgarry Advisory's categories are Insurance
Patrick Mcgarry Advisory's founding year is 2012
