Mark Macdonald, Cfa, Mba Email and Phone Number
Choosing the right Financial Advisor can be a tough decision, but can be one of the most important decisions you make when it comes to managing your wealth.I help Families, Small Business owners, Retirees, and High Net Worth Individuals navigate the complex financial decisions they must make, and simplify them. By developing a plan, my clients and I can track their progress on an annual basis. I have had the opportunity to work in capital markets during the financial crisis of 2008-09, and it has taught me the importance of diversification, how investors can react when faced with uncertainty, and the importance take a longer term view when it comes to investing.I am passionate about educating my clients when it comes to wealth management, and I believe the more a client understands the process, the more informed decisions they can make. My core offering is investment management, but one of the advantages of working for a large institution is having access to the resources needed to take care of all your wealth management needs. I am always interested in connecting with other professionals, people I may be able to help in any way, or if you would just like to talk markets or sports, feel free to email mark.macdonald@nbpcd.com or check out my website at www.macdonaldwealth.ca
Bmo Nesbitt Burns
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Portfolio Manager, Investment AdvisorBmo Nesbitt Burns Apr 2019 - PresentBelleville, OntarioThese postings are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only, and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Endorsements/recommendations should not be construed as explicitly or implicitly approved by BMO Nesbitt Burns or the Investment Advisor. Previous results are not indicative of future results. Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada -
Associate Portfolio ManagerScotia Wealth Management May 2015 - Apr 2019Toronto, Canada Area- Ensure a comprehensive and solid understanding of each client’s financial needs, risk tolerance and long-term objectives by maintaining ongoing dialogue (both verbal and written) with clients, to stay abreast of any changes in client lifestyle/needs or capital market conditions that may affect client’s financial objectives- Perform due diligence and research on individual securities including equities, preferred shares, fixed income and mutual funds- Collaborate with partners to ensure all of my clients wealth management needs are being taken care of- Develop financial plans for clients to ensure they are on track to meet their goals -
Financial AdvisorScotiabank Oct 2012 - May 2015Belleville, Ontario- Work with high net worth clients and develop financial plans to ensure financial security- Collaborate with partners to ensure client is aware of all financial service offerings- Develop an asset allocation unique for each client depending on their individual circumstance- Review financial plans with clients/rebalance asset mix as needed -
Wealth AdvisorScotiamcleod Mar 2011 - Oct 2012Belleville, Ontario- Equity and fixed income research- Develop and adhere to investment policy statements for high net worth individuals- Build financial plans and develop a target asset mix based on the clients needs- Review on an annual basis at a minimum the client's financial plan and review asset mix- Follow macro trends and adjust client portfolios based on trends. -
Fixed Income TraderNational Bank Financial Jun 2008 - Mar 2011Toronto, Ontario- Market maker in government, corporate and high yield bonds- Wrote daily commentary which was distributed to portfolio managers, dealers, investment advisors and hedge funds- Developed a spreadsheet which reduced the time it took to transact on fixed income trades and increase P&L
Mark Macdonald, Cfa, Mba Skills
Mark Macdonald, Cfa, Mba Education Details
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Master Of Business Administration (Mba) -
Finance, General
Frequently Asked Questions about Mark Macdonald, Cfa, Mba
What company does Mark Macdonald, Cfa, Mba work for?
Mark Macdonald, Cfa, Mba works for Bmo Nesbitt Burns
What is Mark Macdonald, Cfa, Mba's role at the current company?
Mark Macdonald, Cfa, Mba's current role is Portfolio Manager, Investment Advisor at BMO Nesbitt Burnsmark.macdonald@nbpcd.com613-967-0350.
What schools did Mark Macdonald, Cfa, Mba attend?
Mark Macdonald, Cfa, Mba attended Queen's University, Brock University.
What are some of Mark Macdonald, Cfa, Mba's interests?
Mark Macdonald, Cfa, Mba has interest in Economic Empowerment, Politics, Environment, Education, Coaching Youth Sports, Fitness, Hockey.
What skills is Mark Macdonald, Cfa, Mba known for?
Mark Macdonald, Cfa, Mba has skills like Portfolio Management, Investments, Wealth Management, Finance, Teamwork, Mutual Funds, Fixed Income, Leadership, Asset Allocation, Banking, Bonds, Investment Strategies.
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