Get to know Barb
Barb is passionate about alleviating financial concerns for families and family business members. In order to support clients make empowered decisions, a combination of financial education, access to financial tools and access to adequate support permeates her practice. It is integral for a family and/or a family business to have a sense of financial stability. When stated goals are aligned to desired outcomes, a sense of stability is created. Add the correct options of financial tools, and decisions become clearer for clients to understand. The result is a greater sense of ease and empowerment.
Barb can help align your financial resources towards a better outcome, while building long term relationships. Some of life's financial decisions are not always easy, but nothing will let you sleep better at night knowing your financial decisions have been made with care and attention and are organized and efficient.
Barbara MacKay holds certification with the Canadian Institute for Certified Executor Advisors, received a Bachelor of Commerce Degree in Entrepreneurial Management from Royal Roads University in Victoria BC. She has obtained her Life Licenses from the Insurance Council of BC and the Alberta Insurance Council.
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Barb is supported by a team of professionals with years of experience in the fields of estate planning, group benefits, Accident & Sickness, Insurance and Savings products. She is passionate about working with people who are willing to take charge of their financial picture.
Although education is very important, experience has been her best teacher as over the past 15 years together with her husband James MacKay, they purchased and managed multi family and commercial real estate. The challenges and rewards of real estate investing has provided an ideal foundation for understanding how to effectively and efficiently manage debt, cash flow, investments and how to mitigate personal and business risk.
She has been married to James Mackay for 20 years and they have 2 children, aged 10 & 8 years. Barb enjoys hiking, biking, swimming and is currently completing her Grade 3 Piano Level with the Canadian Conservatory of Music.