Design Your Future
Financial Services
Grow, Control, and Keep Your Money.
Steve MacLellan, known as "The Financial Engineer," is a Halifax-based financial expert dedicated to empowering business owners and professionals to achieve financial independence. With a background in engineering, Steve applies analytical precision to financial planning, offering services that include tax optimization, wealth management, and investment strategies.
As the founder of Design Your Future Financial Services, Steve collaborates with a team of expert financial advisors, independent consultants, and wealth management specialists. Together, they provide unbiased, value-driven financial planning tailored to the unique needs of their clients.
Steve is also an author and public speaker, sharing his insights through his book, "Grow, Control, and Keep Your Money," which offers practical advice on achieving and maintaining financial freedom.
Beyond his professional endeavors, Steve is a dedicated advocate for community enhancement, striving to enrich lives through financial empowerment.
Areas of Expertise
Tax Optimization
Grow, control, and keep more of your income with effective tax planning and reduction.
Wealth Management for Business Owners
Elevate your financial success with specialized wealth management services including high net worth investments, income protection and estate planning.
Financial Planning for Consultants
Make more money and pay less tax. Simple yet very effective.
Investing Strategies
Learn effective investing techniques to grow your wealth, reduce risk, pay less tax, and achieve your financial goals.
Savings Plans and Insurance Products for
Self-Employed
Discover tailored strategies to secure your financial future with personalized savings plans, group benefits, health insurance, and life insurance including optimized whole life insurance.
Great Money Habits
How to Always Have Enough Money. Practical tips for managing finances effectively and increasing your money mindset to ensure financial stability and growth.
We are committed to strengthening communities through our unbiased, value-driven, and independent financial planning. We provide trusted and expert financial advice so our clients can focus on what is truly important allowing them to create more impact.
Our experience and services provide clarity, simplicity, and certainty as you navigate the complexities of managing wealth. By partnering with top-rated firms, we ensure access to low-fee, professionally managed investments with full transparency.
We collaborate with the top lawyers, accountants, and leading companies like BMO, Manulife, Franklin Templeton, and others to offer a comprehensive range of services, including investments, insurance, tax planninng, and group benefits. Using a truly diversified portfolio approach, our offerings cover critical illness and disability insurance, individual life insurance, low-fee investing, cash flow plans, money mindset coaching, and the Infinite Banking Concept.
For those aiming for even greater success, our 'Design Your Future Plan' accelerates your journey to achieving your financial goals, guiding you every step of the way.
WHAT WE DO
If your Financial Planner isn't offering a commission back guarantee, ask them 'Why Not?' or call us
Check out my book and online course, "Grow, Control, and Keep YOUR Money." Includes our 6 Habits and valuable advice on how to achieve AND maintain financial freedom - On sale during the Holidays and pay no GST.
Client Testimonials
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“Steve is a very personable and professional financial advisor. He has the knowledge and tools necessary to help you build a personalized strategy to plan for your future. I highly recommend The Financial Engineer!”
Gabriel R.
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“So happy to have received the referral to meet with Steve. He is such a kind and caring individual who really knows his business and then some! Very happy to finally find someone that I am fully comfortable and confident talking finances with, as well as, refer friends and clients to because I know he will always have THEIR best interests at heart!”
Tammy B.
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" | really enjoyed the process and felt at ease right away - especially when we noticed more money in our bank accounts."
Eric L.
We follow a 6-step process incorporating the 3 M's for success: Mindset, Motivation, and Methods
Design Your Future With The Financial Engineer
Contact Steve
steve@thefinancialengineer.ca
(902).240.6508
Halifax, Nova Scotia