A New Chapter in My Financial Planning Journey
With more than 15 years of experience in the financial services industry, I began my career in accounting, where I developed a strong foundation in financial analysis and reporting. Over time, I discovered a deeper calling—helping individuals and families gain clarity and confidence in their financial lives. That passion led me to transition into wealth management, where I now specialize in long-term planning and personalized financial strategies. As a CFP® professional, I’m committed to the highest standards of integrity and expertise. Joining MacDonald & Associates, in partnership with IG Private Wealth Management, is an exciting step forward that aligns perfectly with my values and dedication to client success.
Expanded Capabilities Through IG Private Wealth Management
This transition opens the door to a broader range of services and expertise. I now have access to:
- Tailored investment management that aligns with long-term objectives
- Tax optimization strategies to preserve and grow wealth
- Estate and legacy planning that reflects family values and future intentions
- Support for business owners, including succession and structural planning
- Philanthropic guidance for those looking to make a lasting impact
- Retirement planning designed for financial confidence and lifestyle goals
- Comprehensive insurance solutions to protect what matters most
- Private Company Advisory services for entrepreneurs and executives
These resources allow me to deliver advice that’s not only strategic but also deeply personalized and forward-thinking.
Driven by Purpose and Passion
Financial planning is more than numbers—it’s about helping people feel confident and in control of their future. I’m passionate about guiding clients through life’s financial decisions, big and small, and helping them build a future they’re excited about. With the support of MacDonald & Associates and IG Private Wealth Management, I’m more equipped than ever to deliver meaningful, lasting value to those I serve.