About Us

Welcome to MacDonald & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.

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Our Approach

MacDonald & Associates offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We’ve provided wealth management services since 1986.

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Community Involvement

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. 

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, MacDonald & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Team

It’s very important to me that the people in my life not only be good at their profession, but that they be good people as well. In Brent, I can trust that my investments are properly handled, and that he is always going to proceed in an ethical manner that I can be proud of. To me this means I’m in the right hands with Brent.

Cathy H., St. Albert

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Education Centre

IG Wealth Management |
Those Canadians (45%) who say that they have a retirement plan feel less stressed about their future because retirement feels more attainable. However, many of those are unaware of what a real retirement plan looks like. Regularly saving in a company pension plan, an RRSP or a TFSA is not a retirement plan.
IG PRIVATE WEALTH MANAGEMENT |
Many of us understand the value of the Registered Retirement Savings Plan (RRSP): almost six million Canadians make RRSP contributions every year.1 Most of us also know about the tax benefits of RRSP contributions and that it’s an extremely versatile and effective retirement planning tool.

You have a visions for your retirement. But do you know how much retirement income you will have, or how much you will need?

Download our free special report for more information on how we can help you get a firm grip on your retirement income and ensure you live your retirement on your terms.

Videos

Philip Petursson Chief Investment Strategist and Lead Portfolio Manager of iProfile Portfolios

An investment portfolio that is meticulously managed by teams of experts collectively working 100’s of hours for you.

IG Target Education Portfolios for RESPs

IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.

Creating wealth for business owners

IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.

We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.