As you (hopefully) find time for relaxation in the last few weeks of summer, we wanted to leave you with some food for thought and a timeless reminder of successful long-term investing: ...
“Comparison is the Thief of Joy”
read more
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.
“It takes as much energy to wish as it does to plan.”
– Eleanor Roosevelt
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.
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.
Retirement Projections
Our retirement projections help clients gain the peace of mind to spend money and enjoy the things most important to them in life!
Life & Disability Insurance
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: Donna Villeneuve, Timothy Ming, Andrew Ming, Heather Hum, Jennifer McCleary, Andrew Cattanach and 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. |
Maxwell MingMax is a Certified Financial Planner who guides clients through their retirement, estate, and financial planning needs. |
Andrew CattanachAndrew is a Certified Financial Planner who guides clients through their retirement, estate, and financial planning needs. |
Andrew MingAndrew joined our team in 2023 as an investment advisor and he currently holds his Investment Funds license, along with Property & Casualty Insurance. |
Heather HumHeather is our administrative support and responsible for developing proactive relationships with our clients and marketing implementation. |
Jennifer McClearyJennifer covers our reception desk and is responsible for responding to client inquiries and transaction processing. |
Interested in learning more?
Download our free educational guides here.
Recent Posts
Equities & Expectations
We spend a lot of time speaking about managing emotions and investor behaviour. Setting expectations is a big part of that. Now, why would setting realistic expectations be so important to our...