Iain has been assisting clients in wealth creation, protection, and transition since 1995. The MacDougall Wealth Management Group is a group of highly skilled professionals who employ a team approach to wealth management. We ensure client objectives are understood and provide support and guidance in your wealth management journey.
Over the years, the team has been the recipient of numerous awards including:
- 2022 Portfolio Management Award of Excellence for National Bank Financial-Alberta and Okanagan Region.
- The Globe and Mail Report on Business, 2022 Shook Canada’s Top Wealth Advisors- Best in Province.
Iain holds a Bachelor of Science Agricultural Economics from the University of Alberta.
He is a Senior Wealth Advisor and Discretionary Portfolio Manager licensed with IIROC. He is also a licensed Life and Accident and Sickness insurance advisor with the Alberta Insurance Council.
Iain has been an active member of the community over the years. He has sat on several boards and coached hockey, lacrosse, and volleyball. He is still active in a farm operation in southern Alberta.
Iain’s children are in post-secondary programs. His parents and in-laws are both elderly and much of his spare time is spent with them. He enjoys tinkering on antique equipment when time permits.