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The MacDonald Wealth Management Team

Our team provides households and individuals with a consistent, effective and realistic financial investment roadmap. We give our clients the freedom and opportunity to reach their financial goals and dreams.

 

MISSION STATEMENT

MacDonald Wealth Management strives to provide all clients with the following:

 

  • To meet your investment performance expectations.
  • Focus on overseeing your financial affairs
  • Fully understanding your goals and needs
  • Help create and execute an up-to-date formal financial plan
  • Always have your best interests behind every financial recommendation
  • Coordinate all of your investment decisions
  • Develop and communicate a financial recovery strategy
  • Possessing a comprehensive breadth and depth of industry knowledge
  • Resolve problems quickly and to your satisfaction
  • Helping you organize and keep up-to-date all my important financial documents
  • Fully disclose all of our fees
  • Delivering a high-level of personal service
  • Use outside experts to help with other financial areas

 

THE PROGRAM

The MacDonald Wealth Management Team offers a variety of investment programs to best suit our clients individual needs. From a fee-based discretionary portfolio program to a commission-based trading portfolio, our goal is to “quarterback” a client’s financial journey, by actively managing each aspect of our client’s needs.

 

Our team’s view is that in order to ensure the best quality wealth management for our clients, active and unique client and portfolio management is essential. Our team uses very unique and effective investment strategies to improve our return potential as well as reduce risk.

 

Our team is currently bringing select clients into to our program. Please call (403) 571-0532 to make an appointment.

 

ABOUT PATRICK MACDONALD:

Pat joined Acumen Capital Partners in May 2011.  Pat has successfully completed the Canadian Securities Course and the Conduct and Practices Course.  Prior to joining the Acumen team, Pat worked for CB Richard Ellis in Calgary and has also enjoyed Athletic Success, winning two Grey Cups and playing in both the NFL & CFL over 4 seasons from 2007 to 2010.  Pat is a Commerce graduate of University of Alberta and volunteers as a Coach for the University of Calgary Dino Football Team.