Independent Thinking
Working For You.
Trusted. Personal. Committed.
We make sure to help you understand all of your options so that we can create a solution together that is right for you.
At Ming & Associates, we have the experience and wisdom to ensure that you will be confident about your future. Our entire team is with you every step of the way, proactive with your finances, ready to respond to your changing needs. With a disciplined approach, our professional team takes great care to ensure you continually build your wealth & security over your lifetime.
Who we work with
Retirees
Set your retirement date and define your lifestyle goals. Ensure a plan is in place for a tax efficient withdrawal strategy to maximise your income and provide peace of mind. Financial Freedom should FEEL good!
Professionals & Business Owners
Create clear goals for your future, build and maintain an integrated plan for your wealth with coordinated tax, investment and income strategies between you and your business.
Families
We help you identify your family’s financial goals and provide a clear strategy to help you have confidence in meeting all of life’s milestones.
Where We Will Help
Investment Management
We have a passionately disciplined approach to investment management. We set our standards high because we know that if you succeed, we succeed.
Tax & Financial Planning
Our proven approach to planning ensures that your plan is customized to your needs and integrates investment, tax, insurance, and estate issues; allowing you to live life to the fullest.
Insurance & Estate Protection
Take the appropriate steps to protect you and your loved ones against unforeseen events, and ensure a tax efficient transfer of your wealth between generations.
Meet Our Team
Hundreds of local residents have come to rely on the knowledge, caring, and expertise of our team.
With a strong mix of experience and youth, and as one of Cornwall’s only independent planning firms, we are well positioned to help clients make sound financial decisions.
Left to Right: Andrew Cattanach, Heather Hum, Donna Villeneuve, Timothy Ming, Jennifer McCleary, Maxwell Ming
Timothy MingTim brings a broad range of skills and business acumen to assist his clients with their retirement, estate and financial planning needs. |
Donna VilleneuveDonna’s CFP designation has provided her with the knowledge and experience to help clients reach their financial goals. |
Andrew CattanachAndrew has currently completed his Mutual Fund course and his Life License and is working towards completing his CFP designation. |
Maxwell MingMax has currently completed his Mutual Fund course and his Life License and is working towards completing his CFP designation. |
Heather HumHeather is our administrative support and responsible for developing proactive relationships with our clients and marketing implementation. |
Wendy PoirierWendy has spent her entire career in the financial services industry and prides herself on providing our clients with the highest level of customer service possible. |
Jennifer McClearyJennifer covers our reception desk and is responsible for responding to client inquiries and transaction processing. |
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