Keith McDonald

“We do so much more than money.”

With these words, Keith McDonald is referring to his firm’s mission statement:  We go far beyond the numbers, to support you in every facet of your financial life. It’s about being there when clients want to talk about all manner of financial issues affecting their lives. It’s about taking their financial well being personally. 

 

Beyond just dollars and cents, I believe true prosperity encompasses a broader spectrum that extends into various facets of your life. With years of experience in the financial industry, I have honed my knowledge in crafting personalized strategies that go beyond traditional financial planning. My mission is to empower individuals to steward not only their money but to cultivate a comprehensive understanding of wealth – a fusion of financial stability, personal fulfillment, and a legacy that transcends generations.

 

It’s about vigorous preservation and safeguarding what matters most to them, because financial safety is paramount.  

 

A graduate of Memorial University of Newfoundland, Keith has lived in Calgary since 1997. He began his career with London Life and now and has more than 20 years of experience in the financial planning industry.  He works very hard, listens with great care, is extremely capable and believes that the ultimate accomplishment is earning clients’ trust.

Julie has been in the Financial Services industry since 1999.  She believes nothing is more personal than a family’s wealth and wellbeing.  In her former life, she worked for an Investment Firm and a Canadian Bank.  This experience has helped her understand the needs of  clients from many different perspectives.  She wants to know clients’ aspirations and how they want to live life to the fullest.  Forever a conservative investor, she regards safety and security as a very important aspect of the wealth planning process. 

 

Julie graduated from the University of Manitoba with a Bachelor of Commerce degree and has lived in Calgary since 1996.  Her passion is talking with clients to make sure she understands them fully. She wants to earn their trust and be the first call when something changes in their life.

Winta is an Office Administrator supporting client service and administrative operations. With over 5 years of experience, she plays an integral role in ensuring smooth day-to-day office functions, supporting financial documentation, coordinating administrative processes, and assisting advisors and internal teams to deliver a high standard of client service.

With a strong attention to detail and a client-focused mindset, Winta helps maintain accurate records, supports billing and expense tracking, and ensures all tasks are handled efficiently and confidentially. She is known for professionalism, reliability, and commitment to providing organized and responsive support in a fast-paced, client-driven setting.

She holds a Business Administration Diploma which complements her practical experience and understanding of office and financial operations. Outside of work, she enjoys traveling and spending quality time with family and friends, values that reflect her balanced and people-oriented approach.