“We do so much more than manage 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.
It’s about vigorous preservation and protection of 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.