A complete list of active advisors currently associated with MFC Portfolios, Inc

Warmer can help you find a great advisor at MFC Portfolios, Inc or one who fits your needs even better.

MFC Portfolios, Inc. is a wealth management firm that primarily serves high‑net‑worth individuals, providing discretionary portfolio management and retirement and financial planning services including estate, tax‑related, insurance and education planning. The firm reports approximately $61.4 million in assets under management across 37 clients and generally requires a minimum portfolio size of $500,000. The firm implements a diversified asset‑allocation approach that blends passive core exposures with tactical asset‑management strategies, using ETFs, stocks, bonds and government securities. Its process emphasizes longer‑term risk management — monitoring trend, volatility, sentiment and recession indicators — and applies rebalancing and risk‑reduction trades when those indicators suggest elevated risk. Notable features for a firm of this size include a single‑advisor structure combined with a relatively concentrated, higher‑AUM client base and an explicit refusal to accept commissions or hold securities licenses. The firm integrates written financial plans (and hourly planning as needed) into its services, is custodied at a major national custodian for fee deduction, and the lead advisor holds multiple long‑standing professional designations (CFP, AEP, ChFC).

To learn more about the advisors currently working at MFC Portfolios, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.