Patrick MacDonald

Job title: Financial Planner, B.A.Hons., CHS™, CLU®

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Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Looking at retirement

Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.

Family centric

Protecting your family and setting them up for success – that's what it’s all about.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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