343 Preston Street, Suite 300
Ottawa, ON K1S 1N4 Map
Alan MacDonald, CFA, CFP
Kathy Brunelle, FMA
Iain Davidson, B.Sc.
ALAN MACDONALD WEALTH MANAGEMENT
The answers you need. Advice you can trust.
During his 30-plus years in the financial services industry, Alan MacDonald has had numerous conversations with investors across the country. While their concerns and individual circumstances may change, in the vast majority of cases, what most investors are really looking for are the answers to two basic questions: “How much do I need to save?” and “How do I deal with difficult markets?”
Our team guides clients through the unique Compass System, a detailed framework for asking, answering and tackling those two big questions head-on, in a way that is clear understandable – and proven to yield long-term results. Then we apply investment and financial planning insights to provide full-circle wealth management to earn clients’ trust and build long-term relationships.
Contact us to learn more about how we can help you realize your financial goals – in every market.
HOW DO I MANAGE THROUGH DIFFICULT MARKETS?
The capital markets have been through two of the worst bear markets since the Great Depression. Is your portfolio ready to ride out both good markets – and bad?
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