Our clients

Different by design

 

We tailor our advice to support established individuals, groups and businesses with complex planning needs.

Ag Business/Farm Families

image  our clients condo program.

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:

Condominium information

Reserve Fund Guide

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)

Contact us

Get contact information for our team members and find out where our offices are.