MacDonald Wealth Group
Our GoalsOur 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.
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.
We're at Your Service
Our ClientsWe 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.
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'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
Transfer of Wealth
Will and Estate Planning
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.