Meet Your Advisory Team
Michelle and Mac Timbol are a husband-and-wife financial advisory team dedicated to serving families and business owners across British Columbia and Alberta. With a deep commitment to family values, they understand that financial planning is about more than just numbers, it’s about protecting the people and legacies that matter most.
Known for their family-focused approach, Michelle and Mac prioritize building long-term, trust-based relationships. They take the time to create personalized financial strategies that address your unique goals, whether you are growing your wealth, protecting your business, or planning for a secure retirement. Their educational and transparent process empowers clients to make informed financial decisions with confidence, ensuring a clear path forward for generations to come.
Comprehensive Wealth Strategies
Family
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Protection Strategies
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Education Planning
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Retirement Planning
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Legacy Preservation
Business
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Business Protection
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Succession Planning
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Tax-Efficient Srategies
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Corporate Investing
Investment
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Retirement Income Strategies
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TFSA & RRSP Strategies
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Wealth Preservation
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Risk Management
The Timbol Wealth Approach
01 Consultation
We begin with a complimentary consultation to understand your goals, priorities, and financial situation. Whether you're planning for your family, growing a business, or preparing for retirement, this conversation helps us create a strategy tailored to your needs.
02 Assessment
We take a comprehensive look at your financial picture, including your assets, liabilities, income, and future goals. This helps us uncover opportunities and create recommendations tailored to your unique circumstances.
03 Recommendations
Based on our assessment, we develop personalized recommendations tailored to your goals, priorities, and financial situation. We walk you through each strategy and answer your questions so you can make informed decisions with confidence.
04 Service
Financial planning is an ongoing journey. We provide regular reviews and personalized guidance to help ensure your strategy remains aligned with your goals and adapts to life's changes along the way.
WHY WORK WITH US
Personalized Financial Plans
Licensed in BC & Alberta
Education-Focused Financial Guidance
Ongoing Review & Support
Trusted Guidance for Every Stage
Let's Build Your Financial Future
Your future deserves a dedicated partner. Reach out today to discuss how we can safeguard your legacy, optimize your business assets, and provide total peace of mind for you and your family.