Adam McInroy - McInroy & Associates Private Wealth Management

09/14/2026

By popular demand, we're back for a third seminar on fee disclosure and what you're really paying for financial advice, as both previous events filled the room.

If you've ever looked at your investment statement and wondered what your fees are actually paying for, this event is for you.

Join us on November 4 for a complimentary dinner seminar covering:

▪️ What the new fee disclosures mean for investors
▪️ The hidden cost of "no cost" investing
▪️ How fees connect to advice, planning, and long-term value
▪️ Real case studies on cost versus financial outcome
▪️ The questions every investor should know how to ask

📅 November 4, 2026 at 6:00 PM 📍 Canadian Canoe Museum, Peterborough, ON 🍽 Complimentary dinner Learn more by clicking https://www.eventbrite.ca/e/do-you-know-what-youre-paying-in-advisor-fees-tickets-2000664227561 or click "Sign Up" to reserve your seat.

09/11/2026

The biggest financial risk may not be the fees you pay.

It may be paying fees while assuming planning is happening when it isn't.

Thank you to everyone who attended our recent seminar on fee disclosure and advisor value. The response was incredible, and we were thrilled to add a second session to accommodate demand.

Throughout the event, we explored questions such as:

• When was the last time someone reviewed your tax return?

• Have your beneficiary designations been reviewed recently?

• Has anyone projected your future tax liability?

• Has your retirement income been stress-tested?

• What would be different in your financial life today if your advisor had not been involved during the last 24 months?

Many investors are about to see exactly what they're paying.

Far fewer know how to determine whether they're receiving value in return.

That conversation sparked some of the most interesting discussions of the day.

Thank you again to everyone who attended.

We're already planning another session and will announce the next date soon.

Stay tuned! 📅

06/24/2026

Summer is a reminder to slow down, spend time with family, enjoy the outdoors, and focus on what matters most. It's also a season that highlights an important truth: your wealth should support your life—not become your life.

Just as good health isn't achieved through a single workout, financial well-being isn't created by a single investment. Both require a thoughtful plan, consistency, and a long-term perspective.

At McInroy & Associates Private Wealth Management, we believe financial planning begins with understanding your goals, values, and vision for the future. Your portfolio is simply one tool used to support the life you want to live—whether that's spending more time with family, traveling, giving back to your community, or enjoying a meaningful retirement.

The healthiest financial plans are built around balance: protecting what you've built, preparing for the unexpected, and creating confidence in the future while still enjoying today.

This summer, take a moment to consider whether your financial plan is helping you live the life you want—or if it's simply focused on investment returns. Because true wealth is measured by more than dollars and cents; it's measured by the freedom to live life on your terms.

06/10/2026

Over 40 five-star reviews. While we're grateful for the recognition, what matters most is what those reviews represent: trust.

At McInroy & Associates Private Wealth Management, we believe trust is built long before investment recommendations are ever discussed. The most successful client relationships begin with understanding what truly matters to you—your family, your legacy, your values, your ambitions, and the impact you want your wealth to have.

A portfolio is not a financial plan.

Investment management is simply one tool within a much larger blueprint. Our work starts by helping clients define what they want their wealth to accomplish, then building a comprehensive plan that aligns with their goals, ethics, and vision for the future.

For affluent families and business owners, the real value isn't found in a rate of return alone. It's found in having a trusted partner who can help bring clarity to complex financial decisions and ensure every strategy supports the life you're working to create.

Thank you to the clients who have trusted us with their financial journey and shared their experiences. Your confidence in our team means everything.

If you're looking for advice that starts with your aspirations—not your portfolio—we'd welcome a conversation.

05/26/2026

What are you actually paying for when it comes to financial advice?

With new fee disclosure rules coming in 2026, many Canadians will soon see exactly what they’re paying their advisor. But the bigger question is: what are you getting in return?

At McInroy & Associates Private Wealth Management, we believe advisory fees should buy far more than portfolio maintenance. They should include proactive tax planning, retirement income strategy, estate coordination, behavioural coaching during market volatility, and a long-term financial roadmap designed around your life — not the mood of the market.

The reality is, great planning often shows up quietly:
✔️ Fewer tax surprises
✔️ Better retirement income decisions
✔️ Calm during volatile markets
✔️ A family prepared for the future
✔️ Confidence knowing there’s a real plan behind your wealth

If you’ve ever wondered whether your current advice matches the fees you pay, our latest article may help you think differently about value.

Full fee disclosure arrives in 2026. Do the fees you pay match the value you receive?

05/15/2026

Ever notice how the best camping trips are the ones you actually planned for? The same goes for your finances.

FP Canada’s latest Financial Stress Index (2026) found that money is still the leading source of stress for Canadians—but those who take the time to plan ahead are more confident and enjoy greater financial freedom.

A good financial plan is like knowing exactly where to pitch your tent—it gives you security, control, and peace of mind no matter how the winds blow.

Start reducing your financial stress and find the kind of calm you feel by the campfire. Because when your money’s in order, you can focus on what truly matters: family, adventure, and the great outdoors.

04/22/2026

Behind every great client experience is an exceptional team making it happen.

At McInroy & Associate Private Wealth Management, we’re proud to recognize the incredible work of our administrative team—especially today, on Professional Administrative Day.

They are often the first point of contact, the steady hand behind the scenes, and the reason things run as smoothly as they do for our clients.

From coordinating complex financial strategies to ensuring every detail is handled with care, their dedication directly impacts the confidence and clarity our clients feel every day.

Great advice doesn’t just come from strategy—it comes from ex*****on, communication, and consistency. Our admin team delivers on all three, and they are a big part of why our clients trust us with what matters most.

To our team: thank you for everything you do. Your impact is felt by every client we serve, and it does not go unnoticed.

Join us in celebrating Professional Administrative Day by recognizing those who keep everything moving forward.