We tailor our advice to support established individuals, groups and businesses with complex planning needs.
Ag Business/Farm Families
The MacDougall Wealth Management Group understands the unique demands, challenges, and opportunities of managing a farm and working in agriculture. There roots are embedded in the industry.
Together, we develop a multi-dimensional wealth plan focusing on your priorities and addressing your concerns. It focuses on designing the right succession strategy to minimize tax, secure a well-funded retirement, and create a legacy to be proud of.
MWMG - Condo Program
The MacDougall Wealth Management Group's condo program caters specifically to the unique needs of Condo Corporation Reserve Funds.
Adhering strictly to the permissible investments as outlined within the Province of Alberta Condominium Property Acts, investments are managed to provide long-term capital appreciation while maintaining sufficient liquidity to accommodate both planned and unplanned expenditures.
Additional Information:
MacDougall Team Condo Corp Program
Contact our team specialist, Kit Richmond, for specific information.
Young Professionals (Under Construction)
Business Owners and Entrepreneurs (Under Construction)
Retirees (Under Construction)
