Skip to main content

MacDonald Wealth Group

Working together to help you achieve what truly matters to you

Team Headshot Website.jpg

 OUR GOAL.png
Our goal is to be your trusted investment advisor by providing superior customer service and impressive investment performance, 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.

At your Service.png
Our team prides itself on the superior 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.png
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 make you more confident in your decisions, and more focused on your future.

Success.png
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's 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's 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 a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank


Brochure Web Button.jpg -  

ADDITIONAL CONTACT

Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015

Trending_News_Web_Button_digital_ENGLISH08132019 Aug.jpg 

 

 

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Recession is coming. Maybe?

A powerful predictor of future recessions sparked fears of an economic downturn and triggered a massive sell-off in the stock market. Scott Colbourne, managing director at TD Asset Management explains just what the bond market is signaling and more.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Monster Inside

A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from our services?