We’ll say it plainly: investing should not keep you up at night.

At MacDonald & Associates Private Wealth Management, we design your investments the same way we design your entire financial life—thoughtfully, intentionally, and with the future always in view.

Cash flow, tax, insurance, estate, and investments all work together.
 

 

Learn more about IG’s investment management team and the portfolio manager selection process.   

More Than An Investment Advisor

If you’re looking for an investment advisor, you’ll find plenty.

If you’re looking for an experienced team that uses investments to help you achieve your goals, this is different.

Investments matter—but they’re only one piece of the puzzle. The real progress happens when your portfolio is connected to everything else: cash flow, tax strategy, corporate planning, retirement income, insurance, estate planning, and giving.

That’s how you get decisions that make sense together and a plan that supports the life you want to live.

Built For Wealth With Layers

We work with families, business owners and professionals who don’t have “simple” finances—and don’t want simple answers.

  • Multiple accounts
  • Holding companies
  • Real estate
  • Succession planning
  • Philanthropy

When there are more moving parts, you need a team with depth that can keep everything working together without losing the plot.
When you’ve built meaningful success, it comes with weight.

Our job is to help carry it with you.

Our investment approach is disciplined and research-driven, drawing on the combined strength of IG Wealth Management’s investment team and leading global investment partners. That breadth helps build portfolios that are resilient, opportunity-aware, and aligned with what your plan is meant to do in real life.

Sustainable Investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.

We define sustainable investing as an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both our clients and the world around us. There are several other investing strategies and products that fall under the sustainable investing umbrella. While some terms are used interchangeably, it helps to remember that we are focused on a broader investment approach that isn’t limited to investing in a specific product.   

 

IG Climate Action Portfolios

There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition.   

Learn more about IG’s Climate Action Portfolios.

Education That Feels Empowering

We explain.

We model.

We show you the numbers.

You’ll walk into meetings knowing the plan and leave understanding it. Because when you understand your investments, you stop worrying about them.

Book Your Free Consultation Today

Book a free consultation to see what it feels like to have more than 130 combined years of financial planning experience working on your side.