We offer wealth, insurance and investment advice to individuals, businesses, and families at all stages of life.
We offer sound advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.
Whether your goals are long-term (such as retirement) or more immediate (such as growing your business), we can help you build a financial strategy.
By focusing on your personal goals and financial objectives, our process enables us to customize a financial plan that's tailored to your unique needs.
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
We’ll help you make sure the financial security products you purchase address your specific needs, whether you’re planning for your retirement, saving for your child’s education or starting your own business. We have access to a broad range of insurance, investment and retirement income solutions to help you achieve your goals.
Life moves quickly. Your insurance coverage needs to keep up. In this ever-changing world, having the right coverage is crucial. Luckily, we make it simple with insurance plans that are easy to understand and easy to buy. Learn how easy it is to help protect yourself and the ones you love with Health and Dental Insurance and Critical Illness Insurance.
Travel insurance is important to help protect you, your family or visitors to Canada from costs that can occur due to an unforeseen medical emergency during a trip or an unexpected reason to cancel or interrupt a trip. Without it, travellers may be left to pay significant out of pocket expenses.
By Admin 2023/02/27
Intrepid F.S. is proud to be a platinum sponsor of Halton Walk for Down Syndrome. HDSA is an organization that is dedicated to improving the quality of life for people with Down syndrome and their families.
By Admin 2022/08/03
By Admin 2021/02/23
With home shows like Love it or List it, Property Brothers, Holmes on Homes, Fixer Upper and Masters of Flip (to name a few), everyone seems to want to turn their old home into a new and improved masterpiece.
Our clients have great things to say about us.
Craig is always available to answer our questions or concerns, and the information provided by him regarding our investments has always been worth the change. He’s helped with investments for our future and our daughter's future.
Tony took the time to understand my personal situation and asked all the right questions to help me create realistic goals for my future and my son's future. With Tony's guidance, I am now on a path that gives me confidence that I will be able to enjoy today and the future!
We help guide our clients to define and achieve their personal financial goals and dreams.
Let us help you protect your business and those who help to make your business a success.
Book an appointment with us today if you'd like to meet and discuss your financial needs.
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The information on this website is intended for residents of Ontario only.
Insurance products, including segregated fund policies, are offered through Intrepid Financial Solutions Inc.,
and Craig MacKenzie and Nicholas Harrison offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
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Affiliated with Canada Life.