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Hal McInerney

Hal derives great pleasure from developing retirement strategic income plans (RSIP) for individuals and families.  

Hal is a respected advisor to numerous Financial Advisors who represent a variety of MGA’s and other investment firms.  He has helped them to dramatically grow their money and insurance book.  Your clients will benefit from client-centric strategies that work outside of traditional bank investment models.  Hal executes financially sound plans, customized for each client with a focus on reducing income taxes and estate taxes.  By following his advice and strategies, lifestyles improve and peace of mind comes with viable succession and estate plans.   

Hal began his career in financial services industry for 38 years and is Founder and President of WMS Financial.  He graduated from the University of Western Ontario in 1980 with a degree in Economics and Business.  One result of having over 30 years of success designing RSIP strategies is that he is a sought-after speaker for national financial services firms across Canada.   He has presented his strategies at retirement workshops for major organizations

 

 
 

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Pro-Seminars is an approved and accredited education provider specializing in 2-day 15 CE credit seminars and online CE courses.



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