MacDonald, Kim CIM, CFP, FCSI, PFP, CFDS, CDFA

Coordinated. Integrated. Effective.

Kim MacDonald and her advisory team offer a full range of in-house expertise focused on the most important areas of financial life management.

This includes:

• Investment Management
• Tax Planning
• Financial/Retirement/Estate Planning
• Trusts and Estate Solutions
• Surviving Spouse Support
• Personal and Business Insurance Solutions
• Employee Investment and Health and Dental Benefit Plans
• Divorce and Separation (Equalization payments)

The result of our fully integrated service offering is a uniquely comprehensive and sophisticated experience.

Financial Planning

Wealth provides the opportunity to maintain a desired quality of life, pursue passions, provide for family, and protect values. Our financial plans are customized and logical and they reflect our diverse expertise and we are acutely aware that clients want logical solutions with measurable results that position them towards their goals.  We provide a comfortable environment for clients to open up to us about life’s challenges and our role includes all aspects of. investing, insurance, debt management, estate/retirement planning and we have embraced the elevated level of client engagement.

Business owners have many complex considerations. We help them learn how to protect themselves, their business, employees and family by gaining knowledge through exploring Key Person, Buy/Sell and Overhead insurance among other Estate preservation solutions.  Further, business owners are walked through Group Health/Dental Benefits and Employee Retirement plans.

Investment Management

Truly effective financial planning requires a lifetime of well-informed decisions.  We organize, simplify, and follow through and we are very prepared to act as our clients’ chief wealth adviser.

The Client Experience

Experience has shown us that making portfolio construction a collaborative effort with our clients alleviates client stress. We start with questions, then build a strategy that is personal and adaptable. Our clients experience the peace of mind that comes from knowing that their financial lives are overseen by people who care about their goals and recognize the importance of consistent contact.

Designations

The Chartered Investment Manager (CIM®) designation is a leading industry standard for discretionary investment and portfolio management services. It ensures that our advice on investing stands out against our peers.

The Chartered Financial Divorce Specialist designation allows us to be invited into Collaborative Practice and Mediation to work with Family Lawyers and Coaches to be a Financial “Neutral”. In this role, we are Financial Analysts, acting in a different capacity than investors current Financial Advisors.

The Fellow of CSI (FCSI^®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.

The Personal Financial Planner (PFP^®) designation is a leading credential for comprehensive financial planning in Canada, recognized by Canada’s largest financial institutions. It ensures that financial professionals have the knowledge and skills to address all aspects of a client’s financial situation.

Kim is Securities licensed and Insurance licensed (Life and Accident and Sickness).

When people put their trust in us, we aim VERY high.