Alan Macdonald Email and Phone Number
Alan Macdonald work email
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Alan Macdonald personal email
The MacDonald Advisory Team works with entrepreneurs, professionals and business leaders. Why?We understand you. We respect you. We like you!Business leaders have a certain mindset. You are innovative, visionary, creative and hard-working. You get after it. You take calculated risks. You’re highly intelligent, and you ask tough questions. You’re stubborn, in a good way. Like us, you are not interested in excuses, you’re interested in results.Whether you grew up in modest circumstances and scrabbled to build success as I did, or you inherited something and worked hard to shepherd it into something greater, you’ve had the courage to meet life’s challenges again and again. These are the people we passionately support!Where we add value: The entrepreneurial mindset, while brilliant, can come with some blind spots. If you’re thinking you don’t have any, that’s a big red flag. We’ve got stories to share of other brilliant, driven people just like you, suffering devastating AND AVOIDABLE losses. When you partner with The MacDonald Advisory Team, you can expect:• Absolute clarity – detailed, incisive view of your financial picture that empowers you to make decisions that support both the calculated risks you need to take, and the prudent planning that will keep you in the game as long as YOU want to be there.• Experience and expertise – we have successfully guided business owners through every market up and down since the Asian crisis cut bank stocks in half in the ‘90s. • Service excellence and an atmosphere of calm professionalism and humour. Life is meant to be enjoyed, after all!Comments from a few of our valued clients (see Recommendations):“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.”“As a market leader, Al has a wealth of knowledge yet he doesn't overwhelm you with unnecessary information. Questions have always been answered respectfully, promptly and with care.”“He has helped us stay true to our plan through all of the unavoidable market highs and lows. A consummate pro, Al is also eminently trustworthy, extremely knowledgeable, and never seems to lose either his cool or his sense of humour.”On the personal side, my wife and I enjoy cooking and traveling with our kids. I also love reading, cycling, and hiking, and have found great meaning in my volunteer work with Cornerstone Housing for Women.If our values and approach resonate with you, why don’t we have a chat!Alan.macdonald@rbc.com
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Senior Investment AdvisorRbc Dominion Securities Mar 2017 - PresentOttawa, Ontario, CanadaInvestment Advisor -
Director, Wealth ManagementRichardson Gmp Limited Mar 2007 - Mar 2017Ottawa, OnWe work as an advisor to Entrepreneurs or Executives. Our typical client has $500,000 or more of investment assets. We use an expert team to integrate accounting, legal, insurance and investments into the most effective possible strategy. -
Investment AdvisorRichardson Gmp Limited Mar 2007 - Jan 2009 -
Investment AdvisorTd Waterhouse Apr 2002 - Mar 2007Investment Advisor to High Net Worth Individuals
Alan Macdonald Skills
Alan Macdonald Education Details
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Institute Of Financial AnalystsInvestments -
Chartered Financial PlannerFinancial Planning -
Liberal Arts And Sciences/Liberal Studies -
Brookfield High School
Frequently Asked Questions about Alan Macdonald
What company does Alan Macdonald work for?
Alan Macdonald works for Rbc Dominion Securities
What is Alan Macdonald's role at the current company?
Alan Macdonald's current role is Success in investing isn’t about market timing. It is about creating a long term plan that speaks to your unique needs, circumstances, goals and time frame..
What is Alan Macdonald's email address?
Alan Macdonald's email address is al****@****rbc.com
What schools did Alan Macdonald attend?
Alan Macdonald attended Institute Of Financial Analysts, Chartered Financial Planner, Queen's University, Brookfield High School.
What skills is Alan Macdonald known for?
Alan Macdonald has skills like Investments, Insurance, Planning, Entrepreneur, Wealth Management, Portfolio Management, Private Wealth Management, Wealth Preservation, Wealth Preservation Strategies, Retirement Income Strategies, Wealth, Investment Advisory.
Who are Alan Macdonald's colleagues?
Alan Macdonald's colleagues are Xin (Selena) Lu, Lisa Wu, Karen Le Khanh Van Diep Fin. Pl., Cim, Julien Da Costa, Cfa, Luc Cousineau, B.sc, Mba, Fma, Cim, Young Martin, Anahita Heidari.
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Alan Macdonald
Toronto, On -
1canada.ca
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