Alan MacDonald

Alan MacDonald CFA, CFP, Director, Wealth Management

Tel 613.788.8010  Email

Alan has been in the financial services industry for more than 30 years, serving entrepreneurs and top executives and their families. During that time, he has seen all the ups, downs and sideways fluctuations the capital markets are capable of delivering and learned first-hand what works and what doesn’t.

As a Chartered Financial Analyst (CFA) and Chartered Financial Planner, Alan is a firm believer in education. He ensures that each member of his team has completed a rigorous course of study and training, so they can provide our clients with the most up-to-date knowledge, unparalleled expertise and highest standard of service in the business.

Alan is also an active member of the community. He serves on the Board and Trail Projects Committee of the TransCanada Trail. Alan was also a proud volunteer for more than 10 years with Citizen Advocacy, providing weekly companionship to an older man with physical and mental disabilities to reduce his isolation. Outside the office, Alan enjoys sports, travelling, and spending time with his family.