What Our Clients Are Saying
Linda and I have been clients of Alan’s for a number of years. We have found Alan and his team to be trustworthy, responsive and very client centered. I have also come to appreciate the high level financial planning resources that are available through RBC Dominion securities. Alan has a personal financial planner on his local team, but also has access to a team of legal and accounting professionals for those of us with specialized needs. I don’t hesitate to recommend Livingston MacDonald wealth management to friends and colleagues.
Andy Williams, CEO edjuster Inc.
We’ve been with Alan and his team for nearly 20 years. This says a lot. Throughout this time Alan has helped guide and advise us through the markets' many ups and downs - especially the down markets of early 2000’s and the 2008 financial crisis. He helps put the investment world in perspective for us and creates a plan that meets our needs. We have regularly scheduled reviews during the year which allow us to see where we’re at, review any changes in our needs, and decide on what changes might be required to the portfolio. Alan can be easily reached for questions, opinion, or advice. He’s honest, professional, a very good listener, easy to understand, and his investment knowledge is top notch. We’re very happy to have him as our investment advisor.
James and Karen Jerome, Ottawa
As clients of Livingston MacDonald Wealth Management, my wife Joanne and I have deeply benefited from the ‘Client-First’ culture that so strongly exists there; from the clarity in the financial planning guidance offered, including the Watermark Income Projections, to the tremendous synergy/co-operation between them and our accountancy firm………….the value proposition at Livingston MacDonald is second to none! Having such a heightened sense of security and confidence in the team you’ve given charge of managing your assets is extremely re-assuring and valuable beyond words………THANK YOU!
David A. Costanzo, General Manager The Aurum Group
Alan Macdonald and his team/colleagues have been providing us with financial, investment and retirement advice for the past 15 years. Over the years, we have learned to appreciate Alan’s sound evidence-based analysis and professionalism. He is also very responsive to our needs and aspirations with regards to our investments. His regular updates are based on performance data accompanied by a plan for the short and long term. Alan’s good sense of humour makes every routine review of our financial statements a worthwhile exercise despite the vagaries of the marketplace.