Certified Financial Planner

Helen MacCormack has been taking care of her client’s financial needs since 1991, and began working in Halton Hills in 1999.

Helen obtained her Certified Financial Planner (CFP) designation in 2001, and completed the Branch Manager’s course in 2004. Her business is very client centered and she has built a loyal and satisfied clientele. Her customized financial plans encompass investment planning, risk management, wealth building and preservation, estate planning and income tax reduction. Helen’s strong tax knowledge has been very beneficial for her clients. Helen also has knowledge of Registered Disability Savings Plans and has been able to help clients protect the future for disabled family members.

Helen firmly believes it is important to give back to her community. She served on the board of directors for Literacy North Halton from 2002 -- 2014, and is Past Chair of Halton Hills Chamber of Commerce, in addition to serving on various other committees within the Chamber. She is also actively involved in the Optimist Club of Halton Hills, and has served the organization as director and president.

Helen is passionate about her work. Her strong listening skills and comfortable, caring approach allow her to provide an excellent client experience. Her straightforward advice provides solutions to her client’s needs.

Helen loves to be physically active and outdoors. Her favourite activities are hiking the Bruce Trail hike, cycling, gardening, yoga and ballroom dancing.

Read more about what my clients have to say.