Design Your Future Financial Services
Helping Incorporated Consultants and Business Owners Grow, Control, and Keep Their Money.
Grow, Control, and Keep Your Money.
Designing even better futures. Engineering peace of mind.
We help incorporated consultants and business owners across Canada make better financial decisions so they can keep more of what they earn and stop losing money to taxes, fees, poor structure, and financial guesswork.
Reduce Tax and Use Your Corporation More Efficiently.
Most business owners accept tax as a cost of doing business.
My team and I don’t. I offer Independent financial planning for Canadians who want to reduce tax, use retained earnings wisely, and build long-term wealth with clarity and confidence.
Areas of Expertise
We help incorporated business owners and consultants create smarter strategies to reduce tax and put retained earnings to work more effectively. We bring structure to your cash flow, investing, protection, and long-term planning so you can make decisions with more clarity and less stress.
From Low-fee Investing to Canada’s Best Designed Whole Life Policies to Estate and Legacy planning, we help you grow, control, and keep your wealth so you can focus on what matters most.
Make More Money, Pay Less Taxes
High Net Worth Wealth Management
Financial Planning for Consultants
Low Fee, High Performance Investing Strategies
Savings Plans and Insurance Products for
Self-Employed
Always Have Enough Money with the Design Your Future Planning Process
WHAT WE DO
Advice Built on Wisdom, Integrity, and Kindness.
Incorporating our core values of wisdom, integrity, and kindness, we provide trusted and expert financial advice so our clients can focus on what is truly important.
“I believe money amplifies people. When good people have control and access to their money instead of losing it to taxes, fees, or fear, they can focus on what truly matters: their careers, their health, and their relationships with family and friends. When this happens, our communities thrive.” - Steve MacLellan, The Financial Engineer.
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 help our clients become healthier, wealthier, and wiser so they can double down on their strengths and focus on what’s truly important to them.
If your Financial Planner isn't offering a commission back guarantee, ask them 'Why Not?' or call us
Explore Steve’s book and online course, "Grow, Control, and Keep YOUR Money." Includes The 6 Habits and valuable advice on how to achieve AND maintain financial freedom. Grow, Control, and Keep YOUR money!
Why Clients Choose The Financial Engineer
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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 our 3 core values: Wisdom, Integrity, and Kindness
Services and Value Based Financial Plans
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This is for prosperous professionals who want to get to the next level with complete access to our full financial and business coaching.
Find More Money
Increase Your Money Mindset
Follow the Philosophy of the Wealthy
Reduce Your Biggest Expense - Taxes
Debt Elimination
Leave a Legacy
Complete Estate Planning
Detailed Investment & Insurance Analysis
Networking and Mentorship Opportunities
Business Growth and Tax Optimization Masterclass
Exclusive Resources including Private Q&A Sessions
Financial and Business Coaching
Includes our financial resources at a one time payment of $17,575 with a 100% Customer Satisfaction Guarantee. Click HERE for more details.
Wisdom. Integrity. Kindness.
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This is for business owners and professionals in their growth or established phase who want to grow, control, and keep what they have built instead of giving it away to taxes, fees, loss, and the unknown.
Find More Money
Increase Your Money Mindset
Follow the Philosophy of the Wealthy
Reduce Your Biggest Expense - Taxes
Debt Elimination
Leave a Legacy
Complete Estate Planning
Detailed Investment & Insurance Analysis
Networking and Mentorship Opportunities
Business Growth and Tax Optimization Masterclass
Exclusive Resources including Private Q&A Sessions
Includes our financial resources at a one time payment of $5375 with a 100% Customer Satisfaction Guarantee. Click HERE for more details.
Wisdom. Integrity. Kindness.
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This is for professionals looking for more personalized support to get started right!
Find More Money
Increase Your Money Mindset
Follow the Philosophy of the Wealthy
Reduce Your Biggest Expense - Taxes
Debt Elimination
Leave a Legacy
Includes our financial resources at a one time payment of $3450 with a 100% Customer Satisfaction Guarantee. Click HERE for more details.
Wisdom. Integrity. Kindness.
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A focused one-time review of the current corporate structure, investments, and insurance setup, with independent advice and recommendations to reduce taxes, improve investment efficiency, and ensure the right insurance is in place.
Includes our financial resources at a one time payment of $1250 with a 100% Customer Satisfaction Guarantee. Click HERE for more details.
Wisdom. Integrity. Kindness.
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You already know most of what to do.
This is the system that gets you to actually do it.
Knowing what to do + Doing what you know = WEALTH ENGINEERED
Click HERE to Engineer Your Wealth
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Grow, Control and Keep YOUR Money - The Online Course
Unlock the "secrets" to financial success with our groundbreaking course, "Grow, Control, and Keep Your Money."
You won't get this guidance and information from the banks or your traditional advisor!
This course and the information provided is for consultants eager to amplify their earnings and slash their tax bills!
After taking this course, you will:
Amplify your money mindset to a wealth mindset
Get crystal clear on YOUR vision, values, and goals
Find Money that is falling through the cracks
Learn the philosophy of the wealthy
Find the perfect investment
Discover the infinite banking concept and how it actually works
Reduce Your Biggest Expense
Find Experts that YOU and Trust
Click HERE to learn more
This isn't just a course; it's an investment in your future.
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You can get your copy of “Grow, Control, and Keep Your Money” by clicking HERE
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Most whole life policies are designed wrong. The ones Steve designs are different.
Most policies are expensive. Inflexible. Built to benefit the advisor through high commissions, not the owner through high cash value.
That's why whole life has a reputation as a bad investment. For most policies, it's a fair reputation.
There's another way to design a policy. Low cost of insurance. High cash value. Flexible. Built to benefit the owner first.
Ready to Keep More of What You Build?
Contact Steve
steve@thefinancialengineer.ca
(902).240.6508
Halifax, Nova Scotia