Meet The Team
Senior Investment Advisor
Senior Investment Advisor
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.
Associate Portfolio Manager
Senior Investment Advisor
CIM®
Meghan joined MacDonald Wealth Group in 2000. As an Investment Advisor, Meghan takes care of a diverse group of clientele, including retirees, business owners, entrepreneurs, professionals, and women investors. She takes pride in her ability to fully understand our clients needs and goals so she can help each person develop their own personal investment strategy. She enjoys communication with our clients and is committed to ensuring you receive the best care possible from her team.
Meghan is an Associate Portfolio Manager and also holds the Chartered Investment Manager designation. She has the ability to conduct both discretionary and non-discretionary portfolio management services on behalf of our clients, as well as specializes in high-level investment strategies. In addition to her investment designations, Meghan is a licensed Life Insurance Advisor with TD Wealth Insurance Services. Continuing education and development are extremely important to her.
Meghan has spent most of her life living in the Okanagan and enjoys the outdoors, especially hiking with her best furry friend, her dog Elmo. She also enjoys spending time with her friends and family. Work is a large part of Meghan's life and she is always ready to make our clients lives as easy as possible.
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.
Client Service Associate
Client Service Associate
Nikki has worked with TD since 1995, and looks forward to many more to come. She held multiple positions in retail banking until she joined TD Wealth as an Associate in 2015. Known for her meticulous organization skills, knowledge of procedure, and expertise dealing with high value clients, Nikki has curated a unique personal relationship with all clients. She is the first point of contact for trade execution, product information, and administrative needs.
Outside of work, Nikki is a mom to 4 amazing kids, Norman the goofy brown lab and Jersey the sassy princess bulldog. In her free time, Nikki can be found hiking, doing photography, and enjoying life with her disorganized Tasmanian, Ken.
Client Service Associate
Client Service Associate
Jaki joined TD in 2019, starting her career in retail banking. She joined MacDonald Wealth Group in 2021. Jaki's experience brings creative solutions to your banking, investing, and administrative needs. She is committed to maintaining high levels of customer service and works hard to facilitate quality client relationships. Ongoing performance and professional development are a high priority for her.
Jaki grew up in White Rock, BC and moved to Kelowna in 2016 to attend UBCO. Graduating with a Bachelor of Arts in History with a Minor in Anthropology, she brings animated conversations and a desire to learn new things. When she is not working, she enjoys singing and spending time outside with her sidekick and the team mascot, Beans.
Additional TD Specialists
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
