Meet our team

Different by Design

We work together to achieve your goals

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.

Our team of experts

Senior Wealth Advisor & Portfolio Manager
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Iain has been assisting clients in wealth creation, protection, and transition since 1995.  The MacDougall Wealth Management Group is a group of highly skilled professionals who employ a team approach to wealth management.  We ensure client objectives are understood and provide support and guidance in your wealth management journey.  

Over the years, the team has been the recipient of numerous awards including:

  • 2022 Portfolio Management Award of Excellence for National Bank Financial-Alberta and Okanagan Region.
  • The Globe and Mail Report on Business, 2022 Shook Canada’s Top Wealth Advisors- Best in Province.

Iain holds a Bachelor of Science Agricultural Economics from the University of Alberta. 

He is a Senior Wealth Advisor and Discretionary Portfolio Manager licensed with CIRO (Canadian Investment Regulatory Organization). He is also a licensed Life and Accident and Sickness insurance advisor with the Alberta Insurance Council.

Iain has been an active member of the community over the years.  He has sat on several boards and coached hockey, lacrosse, and volleyball.  He is still active in a farm operation in southern Alberta. 

Iain’s children are in post-secondary programs.  His parents and in-laws are both elderly and much of his spare time is spent with them. He enjoys tinkering on antique equipment when time permits.

Wealth Advisor
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Samantha partners with individuals, business professionals, and farm families to support their wealth creation, protection, and transition goals. Her unwavering commitment to knowing her clients and focus on personalizing the wealth approach earned her the Regional 2019 Rising Star of the Year Award within National Bank Financial. 

Samantha holds a Bachelor of Management in Finance from the University of Lethbridge and Master of Business Administration (MBA) from Bond University in Queensland, Australia. 

She is an CIRO (Canadian Investment Regulatory Organization) licensed Wealth Advisor and currently working towards her Certified Investment Management (CIM) designation. She also carries her Life Insurance (LLQP) certification with the Alberta Insurance Council (AIC).

Samantha believes that connected communities foster financial stability and strength for families and business alike. Volunteering within her community, Samantha sits on the executive board with The Lending Cupboard and can be found behind the bench as the assistant coach of the Women’s Queens Hockey team at Red Deer Polytechnic. She also enjoys being involved in her family’s commercial cattle and mixed grain farm operation, traveling, and taking her Bernese Mountain Dog, Billi, on camping adventures. 

Wealth Advisor
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Kit partners with entrepreneurs, professionals, business, and farm families in their goal to continue wealth creation, enable protection, and structure transition at the MacDougall Wealth Management Group. Our team creates actionable and realistic plans for clients to achieve wealth, family, and legacy objectives.

Kit holds a Bachelor of Science in Business Administration (Finance) from the University of Colorado. He is currently completing his Masters of Business Administration at the University of Calgary.

He is a fully licensed Wealth Advisor with CIRO (Canadian Investment Regulatory Organization).

As a former elite athlete, Kit understands the need for structure and discipline when creating a solid wealth management plan that fits your life’s goals – enabling you to spend time doing what you enjoy.

Kit is engaged and involved in his community. He has volunteered with the Riverbend Golf & Recreation Society as Treasurer and with the Parkland Ski Club. He enjoys spending time coaching youth sports and camping with family and friends in western Canada.

Shaylene Strangways

Wealth Associate
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In 2015 Shaylene joined the MacDougall Wealth Management Group as an associate. She became licensed with CIRO (Canadian Investment Regulatory Organization) as a Wealth Associate in 2017.

As a Wealth Associate Shaylene is instrumental in the operation and administration of the MacDougall Wealth Management Group. She provides support to our client’s day to day needs, updating and maintaining documentation, and preparing for client meetings. Her attention to detail ensures clients’ needs and deadlines are met efficiently.

Shaylene grew up in Central Alberta. She enjoys experimenting with new recipes and spending time with her family dogs and cats. When she is not with her pets, she is spending time with her nieces and nephews.

Kellsey Leckie

Wealth Associate
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Kellsey is an Associate on the MacDougall Team with over 10 years of experience in customer service. In this position, she works closely with our clients to provide back office and administrative support. Her pleasant demeanor along with her strong communication skills and attention to detail make her a valuable asset to the team and overall client experience.

Prior to this, Kellsey completed her paralegal degree at Reeve's College, Lloydminster. She is currently working on obtaining her Canadian Securities Course (CSC) and excited to advance her knowledge and education skillset.

Kellsey was born and raised in Lloydminster, AB and moved to Red Deer after graduating high school. She enjoys spending time with family, camping, kayaking, traveling and walking her dogs along the Red Deer River.

Our Trusted Partners

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.

Cori Timmons

Estate and Insurance Advisor, National Bank Insurance Firm

Tom Printz

Manager, Commercial Banking Agriculture and Commercial Banking Alberta, National Bank of Canada

Justin Hunter

Associate Vice President, Commercial Banking, National Bank of Canada

Charlene Sunderland

Premium Banker, National Bank of Canada

Contact us

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