Jonathan McMaster

Jonathan McMaster

Senior Investment Advisor

Working together to help you achieve what truly matters to you

Contact me

Phone

Office

(403) 299-3432

Office Location

Suite 900 421 7th Ave SW Calgary, AB T2P 4K9. map

See Additional Office Locations

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.

As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Article

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Article

Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article
Federal Budget 2023: What you need to know

Article

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Article
Want to become your own boss? Here’s a self-employment starter kit

Article

Want to become your own boss? Here’s a self-employment starter kit

After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.

Article

PDF

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Download PDF

Article

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

Article