- You want to preserve your capital or establish a source of periodic income to finance ongoing expenses. You do not find the stock market very attractive because of its volatility, but you are not against the idea of investing a small part of your portfolio in stocks, mainly to counteract the effects of inflation. Your tolerance for risk is very low.
Solutions designed to meet your needs
Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Simplifying your life
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.
Our purpose
The Douglas Macdonald Wealth Management team guides families and individuals to find lasting financial peace. Our team believes being patient and acquiring high-quality investments within strategically constructed portfolios are the keys to long-term financial success.
Our Commitment to You
Understand – Better understanding means better planning. Our
team is dedicated to thorough client discovery.
Plan – Create a plan or modify your current one to assist you to reach your objectives.
Act – Work with our team to find the all-encompassing wealth management solution that best fits your needs.
Monitor – Fully review your plan on an annual basis with our advisory team and adapt it to any changes in your situation.
Our partnership
By choosing National Bank Financial and Douglas Macdonald Wealth Management as a partner in your financial success, you can count on receiving expert, unbiased advice to help you make decisions that are right for you.
Our team can help you identify solutions that correspond to your needs, objectives and risk tolerance. Together, we will examine your relationship with your wealth, how you want your money to work for you, as well as consider your time horizon for achieving these goals. From this we will assist in the construction of a properly diversified, goal-oriented portfolio.
From the outset of our relationship, you will benefit from our knowledge, experience and client-focused service in the management of your wealth.
By partnering with our team, your financial progress and success will be regularly monitored and managed.
Investor Profile Type
- On the whole, you want your portfolio invested in fixed-income securities. Although you can tolerate limited volatility to ensure that your assets will grow, you prefer having a portfolio consisting mainly of fixed-income investments for reasons of stability. Your tolerance for risk is low.
- You give equal weight to income and capital growth. You can tolerate moderate volatility to ensure the growth of your capital, but you prefer having a portfolio with a significant exposure to fixed-income securities for reasons of stability. Your tolerance for risk is average.
- Your main goal is capital growth. Although you can tolerate greater volatility in order to increase the value of your assets, you are not prepared to invest your entire portfolio in stocks. Your tolerance for risk is high.
- You want to maximize the eventual return on your capital by investing all or most of your portfolio in the stock market. In doing so, you accept higher volatility of your investment returns in the hope that these returns will ultimately be higher. Your tolerance for risk is very high.
