At MacDev Financial, we understand that financial well-being is more than living pay cheque to pay cheque. Whether you are a single individual, a family or a business, our team of dedicated professionals across Canada will work with you to find successful, value-based insurance solutions and investment strategies that meet your needs so you can achieve financial control for life.
We are Canada’s premier company specializing in participating whole life insurance and Bank On Whole LifeTM concepts to engineer value-based, strategic wealth plans using a holistic approach for individuals, families and business owners so they can achieve Financial Control for Life™️ .
With a drive to succeed and help others do the same, Stephen Devlin co-founded Canada’s #1 leading company in creating safe and secure wealth building systems for business and personal use, taking advantage of an underutilized strategy with whole life policies. With offices across Canada and as President and Chief Financial Officer with MacDev Financial, Stephen leads an exclusive group of advisors that specialize in his financial philosophy. He’s had over 25 years of business experience and an exemplary track record working in sales management, client relations and business development for companies such as Good Humour-Breyers, a unit of Unilever, and Job Shark before becoming a self-made entrepreneur.
Alongside Stephen, Michele Platje Devlin leads the premier company in Canada for wealth building strategies based on the secure and dynamic principals of whole life policies as CEO and CCO of MacDev Financial Group Corp.—a company she co-founded with her husband, Stephen Devlin. MacDev Financial further secured this distinction through Michele’s proficiency in contracting, agreement settlement, and policy development when negotiating the exclusive rights in Canada to the Bank On Yourself®️ concept under SET Financial Solutions Inc.
Podcasts
What makes us different?
We are Canada’s premier company specializing in participating whole life insurance and Bank On Whole Life™ concepts to engineer value-based, strategic wealth plans using a holistic approach for individuals, families and business owners so they can achieve Financial Control for Life™.
Join us on each episode as we explore various avenues of wealth planning and offer strategic insight into addressing some of life’s biggest financial challenges.
Enjoy!
In this episode, Stephen and Michele dive into one of the most misunderstood areas of financial planning: retirement and whole life insurance. Too often, people think life insurance is something they do just for their loved ones—not realizing it can be a powerful tool for themselves as they plan for retirement.
We bust common myths about retirement, explore the downsides of going in unprepared, and highlight what you really need to know to secure your financial future. From the importance of equity and diversification to why working with a knowledgeable agent is critical, we cover the real talk most financial professionals won’t tell you.
Chapters:
0:00 – Introduction
1:18 – Varying visions of retirement
7:30 – Dealing with windfalls
13:17 – Dealing with capital gains on real estate
19:00 – Passing along wealth
21:41 – Connect with our team
23:03 – Closing remarks