MAP
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Dan MacDonald
Senior Investment Advisor
Preserving Capital,
Providing Growth and
Generating Income
1633 Ellis St., Suite 410 Kelowna, BC V1Y 2A8Map
For over 35 years, Dan MacDonald has been a trusted Investment Advisor to high net worth individuals and corporations. He currently manages a significant amount of client assets, crafting personalized investment strategies with his skilled team.
The primary goal of Dan's investment strategy is to preserve capital, and provide growth, while generating income as needed. After carefully ascertaining risk tolerances and investment objectives, Dan formulates and actively manages client portfolios.
A significant number of Dan's clients are retired with the balance made up of business owners and professionals.
Dan also helps corporations and foundations identify and achieve their financial goals. He brings comprehensive knowledge of many financial areas to bear on a client's total financial requirements.
Dan is an honors graduate from the University of Manitoba. Prior to entering the investment industry, Dan was an extremely successful entrepreneur with a number of notable ventures in both Canada and the US.
Dan has been married for 45 years to his wife Deborah and has three daughters; Meghan, the eldest, is his team member.
MacDonald Wealth Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners. ® The TD logo and other trademarks are the property of The Toronto-Dominion Bank.
ADDITIONAL CONTACT
Toll Free: (800) 833-5599
Fax: (250) 470-3015
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
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