MacDougall Wealth Management Group
A trusted partner in wealth creation, protection, and transition
With over 25 years of industry experience, the MacDougall Wealth
Management Group is a leader in the financial community. Our clients
take comfort knowing they have partnered with a highly respected and
trusted group of financial experts to assure they reach their goals
and secure their legacy.
We believe the foundation of a strong partnership is built over time with a mutual understanding of shared values. Our values motivate us to continuously better ourselves, our clients, and our community.
Our Values
Integrity: Developing our clients trust represents the foundation of our business.
- We are client centered placing our clients priorities first
- We provide direct, transparent communication
- We respect our clients privacy and confidential information
Quality: Our intent is to exceed the standards of excellence.
- We work to deliver easy to understand investment solutions.
- We utilize our depth of resources and experience
- We colaborate with other professionals when required
Our Service
Our standard is to consistently provide extraordinary service.
- We focus on long term successful relationships
- We are accessible to our clients when their needs arise
- We engage our clients in the financial process
News and Events
Join us for our next event! All of the deatils can be found here.
Honors and Recognition
2022 Awards of Excellence – Portfolio Management
We are proud to announce that Iain MacDougall, of the MacDougall Group, is the regional winner of the 2022 Portfolio Management Excellence award.
2020 Awards of Excellence - Wealth Management Excellence
The MacDougall Group has distinguished themselves through the successful management of financial assets and guided their clients towards their overall wealth strategies. The Group have superior preformance in both asset growth and preformance and has projected a positive attitude and exemplary involvment both within the firm and the community.
Client Success
"Our trusted professionals that invest time in knowing us and our agriculture operation to ensure our investment strategy aligns with our evolving business plan."
Farm Family- Cornation, AB
"What makes this relationship work are the people at MacDougall Wealth Management. Their team has made it simple for us to ask the pertinent questions required and more importantly answer those questions in a manner which is easy for all to understand. I would not hesitate to recommend Macdougall Wealth Management Group to anyone."
Retiree - Timmins, ONT
"They listen to you and your needs, then offer the advice and solutions to make my plans become reality"
Widow - Edmonton, AB
