At MacDonald & Associates Private Wealth Management, we offer estate planning that fits your real life: businesses, properties, charities, corporations, and generations of people who matter to you.

Everything gets pulled into one clear view.

With offices in Edmonton, St. Albert, Calgary, Kelowna, and Salmon Arm, we work with families across Alberta and British Columbia—from the Okanagan through to Cold Lake.

Built For Business Owners and High-Net-Worth Families

Estate planning for high-net-worth individuals looks different.

So does estate planning for business owners.

There are holding companies. Operating companies. Real estate. Foreign assets. Insurance. Philanthropy. Family dynamics.

We bring it all together in a way that respects both the numbers and the people behind them. Our job is to look around corners—so future you (and your family) don’t walk into surprises.

Tax First, Always

Taxes don’t start when you’re gone. They build quietly for years.

Every estate plan we design runs through a tax lens—because protecting value is just as important as transferring it.

Estate Simplicity

The best plans are the ones your family can understand.

Our process gives you clarity:

  • Clarity about who gets what
  • Clarity about how it moves
  • Clarity about why decisions were made

Estate Planning Comes First

Every recommendation we offer runs through a tax and estate lens before it becomes part of your plan. That way, decisions are connected.

The result is coordinated strategies that can lower lifetime tax, protect value during major transitions, and keep your structures and paperwork working together.

Trusted in Western Canada for Generations

We invest in families for the long term. That often means working with parents, adult children, and grandparents—three generations deep—so your plan stays consistent as life changes.

Over time, that continuity helps us guide smoother transitions, support better family conversations, and make sure the work you’ve built carries forward the way you intend.

Book a Free Consultation

If you want clarity around how your wealth will transfer—and what it will look like for your family—book a free consultation. We’ll review what’s in place, identify key gaps, and outline practical next steps.