MacDonald Wealth Group

Working together to help you achieve what truly matters to you
MacDonald Wealth Group

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

1(800) 833-5599

Mobile

(250) 470-3011

Office Location

1633 Ellis Street Suite 410 Kelowna, BC V1Y 2A8. map

Our Goals

Our goal is to be your trusted investment advisor by providing attentive customer service and an investment portfolio tailored to your needs, as you go through the many stages of your life. Making decisions that will affect your life - and the lives of those you care about - is a deeply personal experience. We believe that each client's needs and goals are truly unique, and that wealth advice is too important to be bought off the shelf. Our goal is to offer you the relevant, custom wealth advice you deserve - and we can do that only by fully understanding you.


We're at Your Service

Our team prides itself on the high level of service we provide to our clients. We're committed to providing you with ongoing and consistently exceptional service, plenty of respect and valuable investment advice.  Full spectrum advice that is custom tailored to your needs.

Our Clients

We work with individuals, families and organizations with considerable investable assets and wide-ranging, often complex financial needs. As our clients' needs change and evolve over time, so do the services and solutions we offer. Whether you are building your career or business, or shifting into retirement, our insightful counsel, disciplined planning and effective risk management can help you make more confident decisions, and be more focused on your future.

What Does Success Mean to You?

Your vision of success will be at the center of how we work together. We will take the time to fully discover YOU before creating a wealth strategy to help you achieve your vision of success, whatever that may look like. Using an integrated, team based approach, as your investment advisor we will work with TD specialists to develop a strategy that helps to meet the needs of you and your business. Whether you need investment advice, cross border banking services, business banking services, private banking services, business succession planning, or have estate planning needs, TD in house specialists will work collaboratively to bring a full-picture perspective and tailor-made solutions to help you achieve your goals.

Managing considerable wealth can be complicated. Using our distinctive approach, we seek to view your life through your eyes. With a deep understanding of your priorities, we then build a strategy rooted in your goals and based on TD principles of transparency and trust. But we don't do this only once. It happens each time we connect, to help us to stay in tune with your needs and the needs of those you care about.

MacDonald Wealth Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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.

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

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.

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.

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Money Talk

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Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

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