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Personal RSIP Advantage Summary

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Hal McInerney

President | Director of Financial Strategies

Hal began his career in financial services in 1980 after graduating from the University of Western Ontario with a degree in Economics and Business. Over the last 30+ years Hal developed numerous Retirement Strategic Income Plans (RSIP). He has presented these strategies at retirement workshops for various Canadian organizations including 3M Canada, Kellogg’s Canada, the London District Catholic School Board and the Vancouver School Board.

Hal is sought out as a keynote speaker for national financial services firms across Canada and as a special presenter for the Independent Financial Broker (IFB) Summits in BC and AB. He currently sits on the board of Alteri Insurance.

In 2006 Hal established WMS Financial – specializing in cash flow strategies, estate planning and effective tax management, bringing these elements together in the RSIP. Hal and the WMS team serve as consultants to Financial Advisors and their clients in BC, AB and ON.

Throughout his life, Hal has volunteered with numerous charitable and Christian organizations including the United Way, The Canadian Liver Foundation, The Salvation Army and Union Gospel Mission. He also works with clients and charities of their choice to maximize the impact of philanthropic giving.

Hal is a husband, father and proud grandpa of nine grandchildren.  His major passion when not working is golf which is a hobby he shares with his family. Hal also enjoys singing and is a member of the “Burstin’ With Broadway” choir in North Vancouver.