money geer the financial engineer

Steve
MacLellan, P.Eng

Are you a consultant, coach, business owner, or a leader in your field that wants to do even better? To keep what you’ve built instead of giving it away because of taxes, fees, and the unexpected (even pandemics)?

I help those that help others. I’m much more than an advisor, I’m a success coach – a leader for leaders. Using the last available tax shelters and proven investment strategies that the top 1% use, aligned with your vision, values, and goals.

I help business owners multiply their wealth tax-efficiently so they can become even more successful while protecting and growing what they’ve built.

Our website

Opening Times

Mon – Fri: 9:00am- 4:00 pm
Sat & Sun: Closed

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Featured

New Financial Empowerment Book & Launch Party

Sharing industry secrets, insights, and tips to help you retain more of your hard-earned money and grow your wealth - while paying less tax. Join author Steve MacLellan and FRABA (Fall River and Area Business Association) for his book launch party at the Turtleback Tap and Grill on April 18th from 4:30-6:00 PM. The first 25 get a drink certificate and everyone gets to enjoy delicious refreshments and leave with a gift pack full of local business swag! Care Packages on offer for $20 at the Launch include a signed copy of the book AND Gift Certificates for local businesses. A great event celebrating both his new book and lots of small local businesses at one of Fall River's favourite eateries! And, if you can't make the Launch, click the Shop Now button for more info about Steve's new book and to get your copy.

Financial Planning

I specialize in working with families and professionals who want to take their financial lives to the next level. I love helping those who want to focus their time and energy on their family, career and community.

We get clarity on your current finances (personal & business) so that we can develop a workable plan to grow your wealth in a way that ensures your financial security now and into the future.

Book Your Free Consult to Find Out More

Financial Coaching for Success

It’s one thing to have a great plan for your finances but that plan needs to be responsive. And to achieve success you need support, encouragement, and guidance.

Part of my job as your Financial Engineer is to help you implement & adjust your financial plan with regular reviews and feedback sessions that will motivate and inspire – ensuring you stay on the optimal path to financial success.

Book Your Free Consult to Find Out More

Investments & Retirement Planning

Through agreements with many well-known insurance and financial services providers, I can offer a wide selection of products and services, to customize a strategy that fits your needs and goals – for now and for your future.

Interested in socially responsible investing? I can help you select companies that improve our communities and our environment – so that you can chose investments that contribute to a better world while helping to secure your financial future.

Book Your Free Consult to Find Out More