IG Private Wealth Management | MacDonald & Associates
MacDonald Associates is a wealth management firm serving Edmonton, St. Albert, Calgary, Kelowna, and Salmon Arm with integrated financial planning for complex wealth situations. They offer estate planning, tax planning, investment planning, and insurance services, with many clien
- Emphasis on tax & financial planning
- Free initial consultation
- Long-standing local firm
- Trust & estate focus
- 30 client reviews (5.0★ average)
Strong fit for tax & financial planning.
MacDonald Associates is a wealth management firm serving Edmonton, St. Albert, Calgary, Kelowna, and Salmon Arm with integrated financial planning for complex wealth situations. They offer estate planning, tax planning, investment planning, and insurance services, with many client families spanning multiple generations.
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Morinville families.
Morinville, AB
Compare with similar Morinville providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| IG Private Wealth Management | MacDonald & Associates · this provider | 30 | 5.0 | Tax & Financial Planning |
| Capital Edge Financial Planning | 92 | 5.0 | — |
| McGuire Financial Group | 60 | 4.8 | Tax & Financial Planning |
| PL LAW | 56 | 4.4 | Wills & Estates |
| Morinville Rendez Vous Centre | 47 | 4.4 | — |
| Red Willow Wealth Management | 28 | 5.0 | Tax & Financial Planning |
Based on Google review counts and ABSeniors data for legal & financial in Morinville. Verify current details with each provider.
Let ABSeniors rank your top matches.
Answer six quick questions about your situation and we'll score every legal & financial provider in Morinville — then show you the ones to call first, with the reasons why.
Get my top matches →Is this your business?
Claim this listing to add photos, description, and your website.