Removing Complexity From

Financial Planning & Employee Benefits.

Knowing how to make the right choices about your personal finances or employee benefits can be challenging. We take a practical approach that empowers you to make smart decisions that deliver real results.

Removing Complexity From

Financial Planning & Employee Benefits.

Knowing how to make the right choices about your personal finances or employee benefits and can be challenging. We take a practical approach that empowers you to make smart decisions that deliver real results.

Financial Planning

Financial planning can be complex and navigating a clear path to your future can be difficult.

We take a practical and realistic approach to developing a personalized financial plan tailored to meet your goals.

Through our Wealth Optimization process, we address the four essential elements of a complete financial plan: taxation, return, inflation and longevity. Understanding how these areas affect you allows us to help you make decisions regarding your finances with new confidence.

Find out more about your financial stage:

Employee Benefit Plans

Finding an Employee Benefit Plan that fits the needs of your business can be an arduous task.

We help employers choose the right supplier and the appropriate plan, while ensuring costs stay on budget and the benefits deliver as promised.

Our team has more than 25 years of experience working with Canada’s top benefit suppliers, allowing us to match business owners with the most suitable plan based on size, industry, budget and value to their employees.

Need information about new or existing Employee Benefit Plans?

Smart decisions. Real results.

I’ve worked with Deneen for many years. She’s provided the guidance I’ve needed since my husband passed. She’s a pleasure to spend time with, knowledgeable, and we meet regularly.

Now that we’re retired, we’re getting into serious planning – what we can afford, cost of living, longevity, and taxation. We really trust Deneen’s advice. She has been understanding of our changing requirements.

We value reliability, responsiveness and relationships. Deneen exemplifies these attributes. She listens to our needs, understands our risk tolerance and has developed a plan allowing us to achieve our financial goals.

She helps guide us, answers our questions, and anticipates issues. We know the plan is specific to us and that it’s evaluated annually so  adjustments are made, depending on what’s changed in the markets and our life stage. We learn every time we meet her.

I have been a client of McVagh Cunningham since 2007 and have always been very impressed by their professionalism and knowledge. They are always available to help and never make my employees or myself wait when we have questions. I couldn’t imagine moving to a different benefit company. The service they provide is top notch. Nicole & Carla really know what they’re doing!

We have been in partnership with McVagh Cunningham Group for over 25 years! Nicole and Carla are fantastic to work with, they are incredibly approachable, knowledgeable and always have our best interests in mind. I highly recommend McVagh Cunningham Group.

Our law firm has worked with the McVagh Cunningham Group for many years. They have been our Employee Benefits provider, and guide us as well in financial planning, and insurance. We are a large company and benefit greatly from their expertise and assistance. The service they provide is excellent, and the personnel is second to none. We recommend them highly.

We needed to work with a company that would listen to our needs as a business and recognize the changing needs of our employees. We wanted the ability to offer competitive benefit packages that fit the needs of our diverse employee group. The McVagh Cunningham Group delivered.

“By creating a positive and realistic planning experience, we help you achieve the comfortable and lasting lifestyle you've worked so hard to earn.”

Deneen Cunningham

"By communicating benefits in plain language that is easy to understand, we ensure the plan is truly meaningful to you, your employees and their families."

Nicole Ardiel