See your full financial picture in one place
Many high-net-worth Canadians already have important pieces in place: investments, an estate plan, insurance coverage and tax strategies.
What’s often missing is one coordinated view of how those pieces work together, where the gaps may be, and whether the full structure still supports the life, family and legacy they are supporting.
As your Toronto financial planner, we bring structure to your complicated financial world by organizing accounts, plans, and strategies into a single, visible framework.
You get a clearer understanding of where you stand, what decisions are ahead and how your wealth supports the life you want to live.
Based in Toronto, serving clients across the GTA, including Mississauga, Brampton and Markham, and throughout Ontario.
Built to serve your family across generations
You may be the first person in your family to work with us, but our relationship is built to extend beyond you.
Mackie/Lowe Private Wealth Management is structured to serve not only your financial life, but your family’s financial future. We work with parents, adult children and future heirs so wealth can remain organized, purposeful and well managed as responsibilities move from one generation to the next.
We built our business to support your family, not just your portfolio. With different generations represented within our own team, we can help create continuity, trust and connection across the people who matter most to you.
Who we help
We work with individuals and families whose financial lives have grown more complex and need to be better organized and connected.
What we do
Your financial life is easier to manage when every part of the plan is working from the same set of goals.
We look across the full picture, then help organize the decisions that shape your income, family, wealth transfer and long-term priorities. The result is a more coordinated planning experience built around where you are today and where your family is going next.
Retirement planning
Planning for retirement means more than picking a date.
- Income strategies that support your lifestyle
- CPP and OAS coordination
- Asset sequencing and withdrawal planning
- Clarity on when you can step back
