Address
343 Preston Street, Suite 300
Ottawa, ON  K1S 1N4     Map
 

Alan MacDonald, CFA, CFP
613.788.8010 Alan.MacDonald@RichardsonGMP.com

Kathy Brunelle, FMA
613.788.8011 Kathy.Brunelle@RichardsonGMP.com

Iain Davidson, B.Sc.
613.788.8012 Iain.Davidson@RichardsonGMP.com

Diane Spurr
613.788.8015 Diane.Spurr@RichardsonGMP.com

 
 

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.

Meet our team.

Find out how we work.

Contact us to learn more about how we can help you realize your financial goals – in every market.

 


HOW MUCH DO I NEED? 


The average retirement today can last 30 years or more. Will you have enough money to live comfortably through three decades of retirement?
Learn more

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?
Learn more

MARKET INSIGHTS


August 17, 2015
We Know What We Should Do - And Then We Don't
View article
 

July 13, 2015
Switching Gears: When Business Owners Become Investors
View article  
 

April 13, 2015 
Why Do We Make This Investment Thing Harder Than It Needs To Be?
View article
 

February 16, 2015
Diversification Works! Most of the Time...
View article
 

January 12, 2015
Buy Your Dream Home for Just $13,000
View article