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 the MacDonald Advisory Team to friends and colleagues.
Andy Williams, CEO, edjuster Inc.
We’ve been with Alan and his team for nearly 20 years. Throughout this time, Alan has helped guide and advise us through the markets’ many ups and downs – especially the down markets of the early 2000s and the 2008 financial crisis. He helps put the investment world in perspective for us and creates a plan that meets our needs. Alan can be easily reached for questions, opinions or advice. He’s honest, professional, a very good listener, 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 the MacDonald Advisory Team, my wife Joanne and I have benefited deeply from the ‘Client-First’ culture that so strongly exists there. From the clarity in the financial planning guidance offered, to the tremendous synergy and cooperation between them and our accountancy firm, the value proposition at the MacDonald Advisory Team 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
Your financial advisor will directly affect your life. So choosing the right one is important. The best ones offer a positive track record, are technically knowledgeable, and have access to the best support and resources. Other key elements for us include the ability for the advisor to create a detailed long-term plan that matched our resources, our lifestyle requirements and our tolerance for risk, and included regular detailed and transparent review to adjust the progress against the plan. The MacDonald Advisory team offers all of this, but yet that’s still not enough. It is most critical to select a partner you can totally trust and who conveys a set of compatible personal values. This’s why we continue to work in total confidence with Alan’s team.
Louis and Monique Payant, Ottawa
Alan and his team have been providing us with financial, investment and retirement advice for the past 15 years. Over the years, we’ve 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.
David Zussman and Sheridan Scott, Victoria
As an executive in the Insurance and Estate Planning field for the past 10+ years, I’ve worked alongside a large number of advisors. The biggest compliment I can give Alan is that I trust him with my own personal investments and financial planning. He is the utmost in professionalism and has developed a team around him that reflects this vision. Every time I walk into their office, I get a sense of professionals that are extremely calm and in control. That’s exactly how I want my investment advisor and his team to be.
Hugh Doyle, President, Pro-Corp Financial
Choosing a financial advisor is one of the most important personal and professional decisions you’ll ever make. In the 15 years I’ve known Alan, I’ve never once had reason to regret choosing him and his team to handle my family’s investments. From our very first meeting, Al made certain that he understood our exact needs and goals, and that we shared the same vision on the best way to get us there. He created a detailed, long-term and constantly evolving plan that is unique to our circumstances and objectives. Perhaps most importantly, he has helped us stay true to that plan through all of the unavoidable market highs and lows. A consummate pro, Al is also eminently trustworthy, extremely knowledgeable, and never seems to lose either his cool or his sense of humour. It is a genuine pleasure having the MacDonald Advisory Team on our side, and we wouldn’t hesitate to recommend them to our friends, families and colleagues.
David Elver and Luisa Rios, Vancouver