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The McDonald Group

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Modern Wealth Strategies for Lawyers

Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 369-7534
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Modern Wealth Strategies for Lawyers

As a lawyer, life is busy and your time is pulled in multiple directions. The balancing act of billable hours, family life, and the pursuit of passions leaves little energy or time for you to focus on your financial investments or wealth management strategy. The McDonald Group provides you with an premier private wealth experience that compliments your busy lifestyle. Outsource the stress of wealth management to us and continue to confidently spend your time focusing on your family and your career.

 

Our clients trust us to design unique and comprehensive wealth strategies to invest, protect, and optimize their wealth. We provide a complete financial offering under one team. This modern and holistic approach synergizes well with the busy lifestyle of a lawyer and simplifies the wealth management experience. The McDonald Group becomes the central touchpoint for investing and administering a personalized wealth strategy, connecting clients with private bankers, financial planners, insurance experts and more. We are easily accessible and connected to clients and their families, providing them with simplicity, professionalism, and peace of mind.

 

Results oriented and passionate about his work, Andrew McDonald has been trusted by affluent professionals to manage and grow their wealth. His team, The McDonald Group, have the experience, education and industry credentials to design and execute complex wealth strategies.

 

At the McDonald Group, we take the time to understand your life and create financial solutions that reflect your goals, uphold your values, and preserve your legacy.

 

Curious about the personalized wealth strategy we can build for you? Contact us today!

 

Specific services on our platform that are beneficial to lawyers:

  • Private banking and simplified access to partner loans
  • Discretionary portfolio management
  • Financial planning
  • Tax planning
  • Insurance strategy
  • Estate planning

 

 

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.