Our diverse, and highly respected, team caters to people in need of sophistcated wealth planning and investment solutions. Our clients benefit from a culture of idea sharing and collaboration. The combined strength of our unique perspectives ensures you receive a strategic wealth plan to meet your financial, life, and legacy goals.
The MacDougall Wealth Management Mentorship Program is dedicated to identifying and developing the career growth of high quality, next generation, advisors.
Under the mentorship of Iain MacDougall, Samantha Jones and Kit Richmond are actively supported and embrace similiar philosophies, values, investment beliefs, and client care.
We are confident our cleints are well serviced and will continue to be.
MacDougall Wealth Management relies on the expertise of our internal and external partners to extend our capabilities through specialized skills. Our reliable and long standing partnerships add extensive value to our unique client wealth offering.
