Whether you're starting a family or about to retire, building a business or building a nest egg, McDonald Partners creates hard-working investment strategies, so you can be prepared - wherever you are in life. McDonald Partners is a family and employee-owned investment boutique.
We have been putting our principles into action across generations, implementing a holistic approach to our client-focused services through our Financial Planning Process.This proven investment process helps our clients attain their goals, while building and preserving their future. Our advisors offer a wide array of products and services to fit your business or personal needs.
We have been putting our principles into action across generations, implementing a holistic approach to our client-focused services through our Financial Planning Process.This proven investment process helps our clients attain their goals, while building and preserving their future. Our advisors offer a wide array of products and services to fit your business or personal needs.
Services
At McDonald Partners, our team works together toward the same, unified goal: remove any obstacles that prevent us from serving our clients. To that end, we at McDonald Partners might be a bit old fashioned, and necessarily so. We like to talk with our clients and understand their goals and aspirations.
We understand that you are looking for the highest level of personal advice, service and guidance to help you achieve your financial goals without sacrificing the security of established institutions. At McDonald Partners, we have created a collegial culture that gives our advisors all the advantages of an independent, boutique firm, while utilizing the technology and capabilities of RBC Correspondent Services.
Financial planning is the process of meeting your life goals through the proper management of your finances. Our process is designed to help you determine where you are today, where you want to be in the future, and the path toward connecting the two. Life goals can include buying a home, saving for a child's education or planning for retirement.
Managing wealth in today's ever-changing financial environment requires a long-term commitment with a prudent investment strategy. In our current world of complex financial issues, it requires more data, time and expertise than most people have to manage their own assets diligently. Our Managed Assets team supports our Financial Advisors and clients by providing data, technology and experience to help create and implement these strategies.
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