Our process
Evidence shows that investors who have a clear plan and work with a qualified team of advisors are significantly more likely to achieve better results from their investments, and realize the goals that matter most to them.
To help you achieve your financial goals, the MacDonald Advisory Team created The Watermark System: a strategic and comprehensive approach to investment planning that provides a clear snapshot of where you are today, and offers a detailed path forward to wherever you want to go.
The Watermark System
The Watermark System is a results-focused, multi-year plan that lets our clients set their own unique goals and objectives, optimize their tax situation in any market, and make more informed decisions about their financial future.
Keeping you on track
Once your initial plan is established, we review your investments on a regular and ongoing basis to measure how well they’re performing against your priorities and objectives. We work directly with your lawyers and accountants to deliver the most cohesive and seamless experience possible. And we adjust and adapt your plan to reflect any changes in your personal, professional or financial circumstances, and make sure we’re doing everything we can to ensure your financial success.
The resources you need to succeed
As a member of RBC Dominion Securities, The MacDonald Advisory Team is also part of the largest and most successful wealth management firm in the country. Whether it’s putting together a multi-manager approach for a foundation, or using our in-house research to create an income growth strategy that will last you through 40+ years of retirement, our depth and breadth of resources ensure that our clients get the best possible results.
