The answers you need. A plan you can trust.
Livingston MacDonald Wealth Management is entrusted with serving over 400 families and a half a billion dollars of investment assets. Our team of 7 accredited and highly skilled investment and planning professionals is led by Joanne Livingston and Alan MacDonald. Careful attention to detail and more than 25 years of experience has resulted in an exceptional process driven client experience.
Success in investing isn’t about guessing which stock is going to be up today or down tomorrow. It’s about creating a long-term plan that speaks to your unique needs and circumstances, takes every aspect of your financial life into account, and helps you realize the goals you want to achieve when you want to achieve them.
As a client of Livingston MacDonald Wealth Management, you will benefit from the ongoing clarity and confidence that comes with knowing you’re on the right track. Plus, once your initial plan is established, we continually review your investments to measure how well they are performing against your priorities and objectives. Importantly, we adjust for any changes in your personal, professional or financial circumstances, making sure we’re doing everything we can to ensure your financial success.
Our team understands that our clients are really looking for are answers to the “Big Questions” in their financial lives. Questions like:
Am I on course for a secure retirement?
Is my portfolio as tax efficient as possible?
How much do I need to save to meet my goals?
What rate of return do I need to realize to reach those goals factoring in the impact of tax and inflation, and how much risk should I be prepared to take to get it?
Is my estate planning in place so my wishes are followed?
To answer these questions, we created the Watermark system: a clear and systematic approach to investment planning that provides a snapshot of where you are today and clearly illustrates the path forward. Better than a roadmap, it monetizes your goals and lets us follow your progress every year. Our team will alert you to the savings requirements and ensure that you take advantage of beneficial financial vehicles such as Tax Free Savings Accounts and RSP’s. We will keep your family in check providing concierge services for Education savings and withdrawals and communicate with your lawyers and accountants to ensure service continuity. We, and you, will know how your assets are performing relative to your goals, providing your family with peace of mind in the process.
Investors that work with qualified advisor teams are more likely to have a plan and much more likely to achieve their financial goals. We would love the opportunity to show you how to make this your reality. If you have any questions or want to talk about how we can work together, contact us today to schedule your no-obligation conversation.