The best preperation for tomorrow is to do today's work superbly well

- Sir William Olser

Based in Winnipeg, MacDonald & Associates Asset Management provides top-tier discretionary portfolio management and comprehensive wealth planning services to affluent Canadians including business owners, professionals, families, and retirees.

 

Why MacDonald & Associates?

As a client, you need a wealth manager who understands you and your circumstances. We work with you to ensure that your investment portfolio and financial plan are coordinated and customized to meet your particular needs. And we are passionate about helping clients bring order and clarity to their financial lives.

With the backing of RBC Dominion Securities, we have the experience and resources necessary to manage your wealth effectively. Our role extends from designing and managing tax-efficient investment portfolios, to constructing and monitoring advanced financial plans, with a particular focus on the crucial areas of retirement, insurance, and estate planning.

To arrange a consultation, please feel free to contact a member of the team by phone or e-mail.

Graeme MacDonald, CIM

Portfolio Manager & Financial Planner

204-982-4078

Jim MacDonald

Vice-President & Director, Portfolio Manager

204-982-2615

Contact Us

If you're looking to become a client or for advice on your investment strategies, fill out the form below and we would be happy to reach out to you. Required fields are marked with an "*".

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