Doherty & Associates Investment Counsel
Investment Bank/Securities Brokerage - Ottawa, N/A, CA
Doherty & Associates Investment Counsel Employees
Doherty & Associates Investment Counsel Details
McLarty & Co Wealth Management offers comprehensive financial planning and discretionary wealth management services. We act as your personal chief financial officer (CFO). Serving as the single point of contact with all of your current advisers, we encourage communication and a free flow of information. This integration ensures the success of your plan and the realization of your goals. Our team works to develop a customized, written financial plan with an emphasis on tax-efficient wealth accumulation and cash flow generation strategies. We can model complex corporate and family structures and provide realistic retirement projections. Should you decide to invest with us, our fully regulated and licensed portfolio managers at Independent Accountants' Investment Counsel will manage your customized and carefully diversified portfolio of individual stocks, bonds, preferred shares and REITs.
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