What to ExpectYour first experience with Magellan will look like this:
You’ll step into our offices and be offered a water, or perhaps a hot drink. Your advisor will meet you on time and with the time put aside to spend with you and really listen. There will not be any interruptions or distractions. Your advisor’s phone will not ring and they will pay attention to your individual challenges, successes and aspirations.
They’ll ask you some questions, perhaps even some difficult ones that you may need to think about, or discuss in private.
Then, your advisor will introduce you to Magellan Wealth Management, an independent business, not biased toward a particular supplier but still holding a diverse product list that offers investors the opportunity to build an innovative portfolio. Most of all, your advisor may say, Magellan is a strategic business first and an advisory business second. Because in finance as is medicine, prescription before diagnosis is malpractice.
Finally, a handshake, a thank you and your advisor will see you to the door. Your advisor will be in touch once he’s put together a plan for you, or perhaps you’ll come back and see us again.
If you’d like to experience a Magellan meeting, click here.
Our diversified product line offers us flexibility and a key advantage in creating a strategy that works for you. This section is not designed as a full catalogue, but rather a showcase of our ‘breadth.’ You will see they are separated into standard investment products, alternative investment products and insurance products. Please contact us should you have any questions on a particular product.
Standard Investment Products: Segregated Funds, GIC’s, Annuities
Alternative Investment Products: Syndicated Mortgages, Private Mortgage Lending, Joint Venture Real Estate Investments
Insurance Products: Life Insurance, Disability Insurance, Critical Illness Insurance