The Collins McDonald Group

The Collins McDonald Group

Together, we are dedicated to providing attentive and comprehensive services and helping to care for your financial wellbeing. We look forward to personally welcoming you to our team and serving your family's needs in our cohesive capacity.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Understanding you

We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.

Understanding

We take the time to understand your needs, dreams and aspirations.

Confirmation

We summarize our understanding of your financial priorities to make sure you're in agreement.

Determine Solutions

Our team works together to develop a personal strategy that is designed to help you meet your goals.

Present Solutions

We present your strategy to you for discussion and approval.

Implement Solutions

We work with you to put your strategy into action.

Ongoing Management and Review

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

Seven quarters of growth: What's fueling the rally in preferred shares?

Preferred shares have seen seven consecutive quarters of gains, but can that move higher continue? James Hunter, VP, Director and Portfolio Manager with TD Asset Management, gives his view.

Article

The economic impact: What to watch for as Canada, U.S. trade deadline looms

With Canada facing a looming U.S. deadline, can the economy handle another potential trade shock? Derek Burleton, TD Deputy Chief Economist joins MoneyTalk to discuss.

Article

What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.

Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.