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Jeffrey Macdonald Email & Phone Number
Columnist
at
Advisor.ca
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Columnist
Location
Oakville, Ontario, Canada
Company size
Who is Jeffrey Macdonald? Overview
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Quick answer
Jeffrey Macdonald is listed as Columnist at Advisor.ca, a company with 2 employees, based in Oakville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Jeffrey Macdonald.
Jeffrey Macdonald previously worked as Founder at Wealth Wise Consulting and Associate Manager, Financial Planning and Advice at Canada Life. Jeffrey Macdonald holds Diploma – Finance & Business Administration, Finance And Financial Management Services from Sheridan College.
Company email context
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Advisor.ca
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Profile bio
About Jeffrey Macdonald
As an accomplished financial planning coach with over 20 years of wealth management experience, I am committed to coaching teams toward ambitious goals and providing exceptional financial planning services to clients. My expertise lies in nurturing talent, leading teams, and delivering valuable financial advice to ensure top-notch customer experiences. I am passionate about cultivating strong client relationships and driving strategic financial service initiatives. My dedication to professional development and implementing process improvements aims to boost overall efficiency and performance, benefitting our teams and clients.
Current workplace
Jeffrey Macdonald's current company
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Advisor.Ca
12 roles
Jeffrey Macdonald work experience
A career timeline built from the work history available for this profile.
Founder
Associate Manager, Financial Planning And Advice
- Delivered 24 in-depth training sessions customized for financial professionals, focusing on advanced financial planning techniques, diverse client demographics, and efficient practice management. These efforts greatly.
- Substantial involvement in the rollout of a new financial planning software, influencing over 5000 users. Responsibilities included designing an extensive training curriculum and producing case studies. Also.
- Successfully overseen the revitalization of our financial planning resource center for advisors, involving a comprehensive audit of existing content and a strategic overhaul of the site's architecture to align with.
Mar 2019 - Jul 2024
Senior Consultant
Cibc Asset Management
- Created and executed extensive training and mentorship initiatives for a team of 85+ advisors and financial service representatives, leading to improved client relations and enhanced staff productivity.
- Developed customized growth strategies for financial advisors tailored to their specific client base and focusing on areas for improvement. Shared industry insights and resources to help advisors enhance their client.
Jan 2018 - Feb 2019
Manager, National Accounts
- Successfully drove account growth, surpassing $300 million and expanding the total book of business to $1 billion while overseeing a client base of 15,000. Expanded the team to 16 members and established new offices in.
Jan 2014 - Apr 2017
Financial Advisor
- Secured 215 new accounts to generate $15M AUM while managing 1,700 existing accounts across Canada worth $100M in AUM. Designed an innovative employee savings plan that included an employer-matched RRSP.
Sep 2012 - Dec 2015
Managed Solutions And Sales Support Specialist
I provided guidance to financial advisors creating wealth management strategies for high net worth clients.
Jan 2012 - Sep 2012
Financial Service Representative
I successfully resolved client issues to avoid escalations, receiving two awards for outstanding client management.
Feb 2011 - Jan 2012
Account Manager - Expert
I played a key role in the branch meeting its sales quotas by closing with walk-in clients and exceeding targets.
Mar 2008 - Mar 2010
Account Executive
Based on my earlier performance I was selected to mentor and lead an 8-person team processing a high volume of loan applications.
Dec 2006 - Nov 2007
Financial Service Representative
In this early role I developed a reputation for providing prompt, courteous service and won the Ironman Award for outstanding work.
Jan 2005 - Nov 2006
Financial Planners Assistant
Aug 2003 - Oct 2004
1 education record
Jeffrey Macdonald education
FAQ
Frequently asked questions about Jeffrey Macdonald
Quick answers generated from the profile data available on this page.
What company does Jeffrey Macdonald work for?
Jeffrey Macdonald works for Advisor.ca.
What is Jeffrey Macdonald's role at Advisor.ca?
Jeffrey Macdonald is listed as Columnist at Advisor.ca.
Where is Jeffrey Macdonald based?
Jeffrey Macdonald is based in Oakville, Ontario, Canada while working with Advisor.ca.
What companies has Jeffrey Macdonald worked for?
Jeffrey Macdonald has worked for Advisor.Ca, Wealth Wise Consulting, Canada Life, Cibc Asset Management, and Assante Wealth Management.
Who are Jeffrey Macdonald's colleagues at Advisor.ca?
Jeffrey Macdonald's colleagues at Advisor.ca include Lina Touijer.
How can I contact Jeffrey Macdonald?
You can use AeroLeads to view verified contact signals for Jeffrey Macdonald at Advisor.ca, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Macdonald attend?
Jeffrey Macdonald holds Diploma – Finance & Business Administration, Finance And Financial Management Services from Sheridan College.
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