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Mark Macdonald, Cfa, Mba is listed as Portfolio Manager, Investment Advisor at BMO Nesbitt Burns, a company with 2284 employees, based in Belleville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Mark Macdonald, Cfa, Mba.
Mark Macdonald, Cfa, Mba previously worked as Associate Portfolio Manager at Scotia Wealth Management and Financial Advisor at Scotiabank. Mark Macdonald, Cfa, Mba holds Master Of Business Administration (Mba) from Queen'S University.
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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
Listed skills include Portfolio Management, Investments, Wealth Management, Finance, and 13 others.
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Belleville, Ontario
These 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.
Toronto, 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.
Belleville, 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
Belleville, 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.
Toronto, 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
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Mark Macdonald, Cfa, Mba works for BMO Nesbitt Burns.
Mark Macdonald, Cfa, Mba is listed as Portfolio Manager, Investment Advisor at BMO Nesbitt Burns.
Mark Macdonald, Cfa, Mba is based in Belleville, Ontario, Canada while working with BMO Nesbitt Burns.
Mark Macdonald, Cfa, Mba has worked for Bmo Nesbitt Burns, Scotia Wealth Management, Scotiabank, Scotiamcleod, and National Bank Financial.
You can use AeroLeads to view verified contact signals for Mark Macdonald, Cfa, Mba at BMO Nesbitt Burns, including work email, phone, and LinkedIn data when available.
Mark Macdonald, Cfa, Mba holds Master Of Business Administration (Mba) from Queen'S University.
Mark Macdonald, Cfa, Mba is listed with skills including Portfolio Management, Investments, Wealth Management, Finance, Teamwork, Mutual Funds, Fixed Income, and Leadership.
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