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Keith Macdonald - Edward Jones logo logo
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Keith Macdonald - Edward Jones

Wolfville, NS

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About

After 18 years in British Columbia, where I built two successful technology companies, I wanted to return home to Nova Scotia. Born and raised in Cape Breton, my wife, Elaine, and I wanted to raise our daughter Riley on the East Coast and settled in the Annapolis Valley in 2009.

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3 hires on Bark

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Reviews (1)

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5/5

1 customer review

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21 May 2021

Amazing, extremely confident in my retirement now.

Q&As

I love helping people! Most Canadians walk towards retirement not knowing if they have saved enough. Being able to help is very fulfilling. My experience has prepared me to help families manage, protect, and grow their family wealth. Want to know how I do this. Just ask.

Clients have choice, I always say "money is personal and so should your relationship with your financial advisor". It is not simply about investing. All service providers have access to good products. The question is: Does your advisor spend enough time to understand your unique situation to find the right solution for you? I know I do. My focus in on the long-term serious investor. I am not a day trader. If you need your money to grow at a
reasonable rate then we should work together. Everything starts with your retirement goals. What are yours?

Modern technology enables me to work with clients from coast-to-coast. I am comfortable with in person or remote meetings.

At Edward Jones we have invested heavily in our digital tools enabling us to provide the services necessary to keep our clients happy. Virtual meetings via web conferencing can be done from your computer, tablet or mobile device - all you need is an internet connection. As your advisor I can share information live from my system, just like you're in the office.

Services

Putting our clients’ interests first is - and always has been – at the core of what we do. Regular reviews are one of the most important ways to help keep you on track toward your goals. Meeting regularly, we’ll follow this established process to:
• Discuss what’s important to you
• Understand your risk tolerance
• Review your investment strategy

Using our established process, we’ll understand where you are today, work with you to determine the best financial strategy for you and regularly monitor your progress to ensure you stay on track.

Here are some of the areas our office focuses on:
• Wealth Strategies
• Retirement Income Strategies
• Business Owner Strategies
• Saving for Education Protection Planning