Advice you can count on. A plan you can trust.
The MacDonald Advisory Team is a boutique investment firm connected to Canada’s largest wealth management network. With more than 40 years of combined experience and expertise, we’re ready to help you create a step-by-step financial plan that will put you in control of your finances, and give you the clarity and confidence that comes from knowing you’re on the right track.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
Evidence shows that investors who have a clear plan and work with a qualified team of advisors are significantly more likely to achieve better results from their investments, and realize the goals that matter most to them.
To help you achieve your financial goals, the MacDonald Advisory Team created The Watermark System: a strategic and comprehensive approach to investment planning that provides a clear snapshot of where you are today, and offers a detailed path forward to wherever you want to go.
How we do it
The Watermark System
The Watermark System is a results-focused, multi-year plan that lets our clients set their own unique goals and objectives, optimize their tax situation in any market, and make more informed decisions about their financial future.
Keeping you on track
Once your initial plan is established, we review your investments on a regular and ongoing basis to measure how well they’re performing against your priorities and objectives. We work directly with your lawyers and accountants to deliver the most cohesive and seamless experience possible. And we adjust and adapt your plan to reflect any changes in your personal, professional or financial circumstances, and make sure we’re doing everything we can to ensure your financial success.
Testimonials
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.
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.
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.
David A. Costanzo, General Manager, The Aurum Group
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.