Michael MacDonald

As a Senior Financial Planner at Meridian, my responsibility is helping you create and preserve your wealth. I often find similarities between end goals and objectives but the paths we take to get there are quite different.

It’s why creating a plan is so important. A financial plan, as with any plan in life, once established, increases your probability of success to over 90%.

And it’s why I always begin by analyzing your individual circumstances and available resources prior to providing you with tailored recommendations. Once implemented, we review your goals periodically, as circumstances and resources often change over time.

It’s a trusted strategy I’ve learned and perfected over 23 years in the financial services industry. I hold a BBA from Acadia University as well as Certified Financial Planner (CFP) designation. I’ve also completed the Canadian Securities Course (CSC). This varied background enables me to plan and provide structured solutions to meet your individual needs.

I live in Central Toronto with my wife Kelly and two sons. Our love of outdoor activities has driven me to participate in many clubs and organizations. I am also a volunteer coach for our local hockey club and, since its inception, I’ve proudly participated in the Sue Deacon Cup supporting ovarian cancer.

I look forward to working with you to help you achieve your financial goals and dreams.

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.