Percy Macdonald

Percy Macdonald Email and Phone Number

President and Financial Advisor @ Saltwinds Financial
Canada
Percy Macdonald's Location
Greater Halifax Metropolitan Area, Canada
Percy Macdonald's Contact Details

Percy Macdonald personal email

n/a
About Percy Macdonald

Percy Macdonald is a President and Financial Advisor at Saltwinds Financial. He possess expertise in customer service, investments, wealth management, retirement planning, mutual funds and 23 more skills.

Percy Macdonald's Current Company Details
Saltwinds Financial

Saltwinds Financial

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President and Financial Advisor
Canada
Website:
saltwindsfinancial.ca
Employees:
3
Percy Macdonald Work Experience Details
  • Saltwinds Financial
    President And Financial Advisor
    Saltwinds Financial
    Canada
    View
  • Saltwinds Financial
    President
    Saltwinds Financial May 2024 - Present
    Saltwinds Financial is focused on the growth and protection of everything that is important to you – your family, your business, your career, your health, your retirement. Our integrated approach cultivates a specific plan for you and supports it through the different seasons and stages of your life. While we want to help you reach your end goals, we also believe it’s important that you thrive along the way. As the saying goes, the journey is as important as the destination.Services Saltwinds Financial offers to Individuals Include:-Life Insurance-Income Replacement Strategies (Critical Illness & Disability Insurance)-Multigenerational wealth planning and transfer-Long-Term Care -Travel Insurance Services Saltwins Financial offers to Business Clients:-Shareholder Agreement Funding Strategies (Buy-Sell Insurance)-Creditor & Key Person Life Insurance -Critical Illness (To Protect Your Business & Yourself)-Group Medical & Dental Plans-Income Replacement Programs (Long Term Disability Benefits)
    View
  • Ci Assante Wealth Management
    Financial Advisor
    Ci Assante Wealth Management Nov 2017 - Present
    Halifax, Canada Area
    Services Assante Financial Management offers to individuals Include:-Investment Planning -Personal Tax, Estate Planning & Generational Asset TransferServices Assante Financial Management offers to Business Clients:-Corporate Tax, Estate Planning & Generational Asset Transfer -Corporate Savings Plans, Pension Plans & Group RRSP's
    View
  • Bloom Wealth & Legacy Planning
    Principal & Financial Advisor
    Bloom Wealth & Legacy Planning Jan 2016 - Apr 2024
    5991 Spring Garden Road, Suite 902, Halifax, Nova Scotia
    View
  • Td
    Financial Advisor
    Td Apr 2013 - Jan 2016
    82 Peakview Way, Bedford
    Financial Advisor
    View
  • Td
    Financial Services Representative
    Td Mar 2011 - Apr 2013
    View

Percy Macdonald Skills

Customer Service Investments Wealth Management Retirement Planning Mutual Funds Sales Financial Services Banking Small Business Mortgage Lending Loans Credit Residential Mortgages Retail Banking First Time Home Buyers Consumer Lending Lines Of Credit Term Deposits Business Networking Renovation Training Small Business Lending Finance Financial Advisory Estate Planning Insurance Life Insurance Strategic Planning

Percy Macdonald Education Details

Frequently Asked Questions about Percy Macdonald

What company does Percy Macdonald work for?

Percy Macdonald works for Saltwinds Financial

What is Percy Macdonald's role at the current company?

Percy Macdonald's current role is President and Financial Advisor.

What is Percy Macdonald's email address?

Percy Macdonald's email address is pm****@****ice.com

What schools did Percy Macdonald attend?

Percy Macdonald attended Dalhousie University.

What are some of Percy Macdonald's interests?

Percy Macdonald has interest in Networking, Volunteering, Cars, Hockey, Golf, Relaxing On The Mira River.

What skills is Percy Macdonald known for?

Percy Macdonald has skills like Customer Service, Investments, Wealth Management, Retirement Planning, Mutual Funds, Sales, Financial Services, Banking, Small Business, Mortgage Lending, Loans, Credit.

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