At some point, the question stops being “How much is enough?” and becomes “How do we pass this on without a huge tax bill?”

That’s where we come in.  

 

At MacDonald & Associates Private Wealth Management, wealth transfer is a thoughtful, layered conversation about your family, your values, your corporations, your real estate, and what you actually want this money to do long after you’re not the one signing the cheques.

With offices in Edmonton, St. Albert, Calgary, Kelowna, and Salmon Arm, we support families across Alberta and British Columbia—from the Okanagan through to Cold Lake—with a clear, coordinated plan that helps you keep more of what you’ve built for your family and the causes you value.

Family Conversations That Bring Clarity

Money conversations aren’t always easy—but when they happen early, they can strengthen both your plan and your relationships. We help families have relaxed, constructive discussions that focus on shared values, clear expectations, and what matters most.

The goal is simple: fewer surprises later, better communication now, and a plan everyone can understand.

In these conversations, we can cover topics such as:

  • Inheritance
  • Taking care of loved ones
  • Legacy goals
  • Wills and wishes
  • Business succession or transition planning

Trusted for Generations

When a family works with the same team over time, the planning gets easier and more consistent. There’s shared context—how the wealth was built, what matters to the family, how decisions are usually made—so transitions don’t feel like a restart.

Many families across Western Canada continue working with us over generations because they trust the process, know it works, and feel genuinely cared for.

Start The Family Plan

You’ve done the hard part: building the wealth.

Now the work is about structure, timing, and communication.

Book a free consultation and we’ll identify the key gaps, opportunities, and priorities—so your wealth transfers with clarity and calm.