Joanne Livingston

Vice-President & Portfolio Manager

613-564-4935 | Email me
1-800-267-7680 | LinkedIn

Joanne Livingston is a Portfolio Manager, Certified Investment Manager and founding Partner of Livingston MacDonald Wealth Management with RBC Dominion Securities. After a successful career in banking, Joanne followed her passion for advice and service into Wealth Management. Today she and the group serve 400 families and manage a half of a billion dollars of family wealth.

Beginning in 1996 with a clear direction for process driven results, we developed what is now known as The Watermark System. Based on real needs and desires of our clients, an ongoing cash flow matrix is created to capture the best opportunities and mitigate risk. This year by year planning process clearly illustrates your family’s goals and brings to life what is possible. Incorporating sustainable investment advice and working with your tax planning professionals, we execute on the plan and fulfill the cornerstones of Wealth Management.

Joanne enjoys family, cottage life, golfing, kayaking and cycling….although not necessarily in that order :) 

Alan MacDonald

Vice-President & Portfolio Manager

613-564-4979 | Email me

Alan MacDonald is a Chartered Financial Analyst and a founding partner with the Livingston MacDonald Wealth Management Group at RBC Dominion Securities. Alan began his career as a portfolio manager in 1995. Today, Livingston MacDonald Wealth Management looks after half a billion dollars for 400 families.

Alan’s experience has taught him that while a plan is important, the most critical issue is the execution of that plan over time. Beginning with a clear direction for process driven results we developed what is now known as The Watermark System. Based on real needs and desires of our clients an ongoing cash flow matrix is created to capture the best opportunities and mitigate risk. This year by year planning process clearly illustrates your family’s goals and brings to life what is possible. Incorporating sustainable investment advice and working with your tax planning professionals we execute on the plan and fulfill the cornerstones of Wealth Management.

Alan spends his free time reading, cycling, paddle boarding and hiking.

Dawn Anderson, CIM

Portfolio Manager

613-564-4720 | Email me

Dawn Anderson is a Relationship Manager with the Livingston MacDonald Wealth Management Group at RBC Dominion Securities.  She has been part of the team for more than 25 years. 

Dawn enjoys the client education part of her role and believes knowledge empowers people.  As well as being a Certified Investment Manager (CIM), Dawn is a Certified Divorce Financial Analyst and works closely with both divorcees and widows.  Her role is to help them navigate the financial confusion of these life changing events so they can feel confident and comfort in their future financial choices.

While a travel enthusiast, all plans are currently on hold until the world sorts itself out!  In the past however, she has worked with Habitat for Humanity and participated in a build in Zambia.  So this year, in her spare time you can find Dawn on the golf course or at her adult tap dancing lessons!

Michael Dickie, CFP®

Financial Planner

613-564-4722 | Email me

Mike began his career at TD Waterhouse in 2011 and joined our team in 2012. Mike is responsible for creating and updating each families plan to ensure they achieve their personal and professional goals. Mike is a Certified Financial Planner and has completed the Canadian Securities Institute’s Advanced Retirement Management Strategies course. Mike enjoys spending his down time with his wife and two young sons.

Iain Davidson

Portfolio Manager

613-564-4723 | Email me

Iain has been part of the team for 10 years. He is charged with researching potential investment opportunities, assessing suitability and making recommendations to the investment committee. Iain is also responsible for monitoring portfolios against objective and reviewing portfolios and Watermark System plans with clients. He has earned the designations of Chartered Financial Analyst and Chartered Investment Manager, as well as the Canadian Securities Institute’s Financial Planning Standards Council Level 1 Certificate. In his spare time, Iain enjoys soccer, golf, road biking and hockey.

Isabel De Las Heras

Associate

613-564-4721 | Email me
1-800-267-7680 | LinkedIn

Isabel has been in financial services for 32 years and joined the team over 20 years ago. In an ever-increasing regulatory and reporting environment, Isabel focuses on keeping our entire operation running smoothly by ensuring administrative, compliance and audit requirements are met and updated. Isabel lives with her husband, Vince, and two children in Ottawa. They all enjoy skiing and traveling. Isabel has been a volunteer in her community for several years and is a “part-time chauffeur,” taking her kids to their various sporting and volunteer activities.

Alex Graff

Associate

613-564-4595 | Email me
1-800-267-7680 | LinkedIn

Alex joined our team in 2018 after a spending a year managing documentation and securities at RBC.  She is putting her past project manager and client service experience to good use. Alex is responsible for coordinating the many aspects of managing your accounts. This includes the timely execution annual reviews, monitoring the delivery of Watermark plans, and working with our Relationship Managers to ensure all administrative requirements of your accounts are complete and up to date. Her role will ensure we help you reach your goals while exceeding service expectations.

Alex lives in Ottawa with her husband Sean, and enjoys taking long walks their dog, Patsy.