Why I Joined MacDonald & Associates
After more than two decades in financial planning, I’ve come to deeply value the importance of personalized, strategic advice. As the industry has evolved, I found myself increasingly drawn to environments that prioritize thoughtful, long-term planning over transactional volume. I wanted to be part of a team where I could focus entirely on helping individuals and families make the most of their financial lives—without the distractions of administrative tasks or product limitations. During my search for the right fit, MacDonald & Associates stood out immediately. Their partnership with IG Private Wealth Management offers a level of depth, collaboration, and access to expertise that aligns perfectly with my vision for client service. I’m thrilled to begin this new chapter.
How MacDonald & Associates Elevates My Practice
At MacDonald & Associates, I’m empowered to concentrate exclusively on financial strategy. I work alongside a team of highly skilled professionals, including licensed associates and internal specialists in law, accounting, and investment management. This collaborative structure allows me to deliver truly customized solutions—drawing from a broad spectrum of resources rather than being confined to a single provider. Whether I’m helping a business owner navigate succession planning or guiding a family through legacy decisions, I now have the tools and support to ask deeper questions and craft more impactful strategies.
What’s Now Possible Through IG Private Wealth Management
Joining IG Private Wealth Management opens the door to world-class resources across every facet of financial planning. I can now offer:
- Investment planning tailored to individual goals and risk profiles
- Tax planning strategies that optimize wealth and minimize liabilities
- Estate and legacy planning that reflects family values and long-term intentions
- Support for business owners, including succession and corporate structure advice
- Philanthropic planning to help clients give back meaningfully
- Retirement strategies that ensure financial confidence in later years
- Insurance solutions from a wide range of providers for optimal protection
- Private Company Advisory for entrepreneurs and executives navigating complex decisions
This transition allows me to act as a true advocate for clients, offering solutions that are not only comprehensive but also deeply personalized.
A Passion for Financial Planning
Financial planning isn’t just my profession, it’s my passion. I love helping people uncover opportunities, solve challenges, and feel empowered about their financial future. With MacDonald & Associates and IG Private Wealth Management, I’m more equipped than ever to deliver the kind of thoughtful, strategic guidance clients deserve.