The terms financial planner and financial advisor are often used interchangeably, but the services can vary. A financial advisor may focus more heavily on investments and financial products, while a financial planner typically takes a broader view of your financial life.

At Marr McInnes & Associates, our approach goes beyond investments. We help coordinate retirement planning, tax strategy, estate planning, business succession, insurance, charitable giving, and family wealth so your financial decisions work together as part of one broader plan.