Design Your Future

Financial Services

Grow, Control, and Keep Your Money.

I’m Steve MacLellan—a husband, proud father of three, and a recovering engineer turned business owner. Known as "The Financial Engineer," I’m an author, public speaker, and dedicated advocate for community enhancement.

My journey goes beyond providing financial advice; it’s about enriching lives. I’m committed to empowering entrepreneurs, business leaders, and community advocates with the tools and strategies they need to succeed. Together with a team of expert financial advisors, independent consultants, and wealth management specialists, I’m focused on helping those who are committed to making a difference.

Our philosophy is simple yet powerful: grow, control, and keep your wealth without sacrificing your lifestyle or values. We stand as allies to visionary leaders determined to elevate our communities.


Our Specialties

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.

Financial Planning for Consultants

Optimize your earnings and secure your future.

Investing Strategies

Learn effective investing techniques to grow your wealth and achieve your financial goals.

Savings Plans for
Self-Employed

Discover tailored strategies to secure your financial future with personalized savings plans.

Great Money Habits

How to Always Have Enough Money. Practical tips for managing finances effectively, ensuring financial stability and growth.

We are trusted Financial Planners in Nova Scotia committed to strengthening communities through unbiased, value-driven financial planning for established business owners. Our 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.

Client Testimonials

  • “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.

  • “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.

  • " | 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