MK Total Wealth Management Group
Quarterly Commentary | July 2024
Read about our findings and insights from the first half of 2024 in our latest Quarterly Commentary.
Read MoreUnderstanding You
Getting to know what truly matters to you is our top priority. By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory, we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.
Servicing Clients for 25 Years
25 years ago, Jeff MacDonald and Peter Konidis, embarked on a journey that would redefine wealth management for them. Their partnership gave birth to the MK Total Wealth Management Group with a dedicated team of ten professionals at TD Wealth Private Investment Advice.Proudly serving the diverse wealth needs of our clients, what started as a partnership has evolved into a legacy. Our relationship has grown beyond an advisor relationship; we have become integral members of our clients' families.
Empower Your Financial Future
The Importance of a Wealth Plan
We all have financial questions at one point or another. Are my finances in good shape?...Will I have enough money for retirement? Whatever your personal situation is, it can be important to have a plan.
Retirement Myths
Updating Your Will
None of us knows how much time we have left. That's why making a plan now is so important. After all, you don't want to leave the care of your dependents, your assets and your legacy up to chance.
Potential Realized
MK Total Wealth Management Group is not just the name of our investment advisory group. It describes and defines our strategic approach to asset accumulation.
Quarterly Updates
Q2 Market Commentary: July 2024
In the first half of 2024, U.S. markets showed resilience with the S&P 500 and Nasdaq performing well, driven by strong corporate earnings, particularly in the tech sector. However, the Dow Jones lagged slightly due to a slower recovery in industrial and financial sectors. Interest rates remained a central focus, with the Federal Reserve maintaining a "higher for longer" stance on rates to combat inflation, which had started to moderate but remained above target.
Latest Wealth Insights: Q3 2024
"Up North: On Top - Life in Canada, Home of the World's Most Affluent Middle Class." - New York Times, April 30, 2014. This was the headline just a decade ago. The American middle class, "long the most affluent in the world...lost that distinction." The new leader? Canada - then seen as a model for the rest of the world.