MacDonald Advisory

Spécialités

MacDonald Advisory Corp. does 4 specific activities for its clients: Advisory, Education, Insurance Sales and Financial Planning.

Insurance Products include but are not limited to:

Life Insurance

–Term (10, 15, 20, 25, 30, etc)

–Permanent (Universal Life, T-​100, Whole)

–Buy/​Sell Insurance for business owners

–Estate Transfers (Individual and Corporate)

–Estate Bonds

–Critical Illness (Lump sum cash after-​tax payment if you get sick and live 30 days eg. Stroke, Heart Attack, MS, Cancer, etc.)

–Disability

–Medical Professionals requiring income replacement insurance on their body parts

–Income replacement if you get hurt (over and above your Company Benefit plan)

–Group RRSP and Defined Contribution Plans

Group (Company) Benefits (Health, Dental, Life, Critical Illness, Disability, AD&D)

–Self-​Insurance (ASO)

–Traditional Benefits

–Flex Benefits

–Third Party Private Health Services Plan

–Health Spending Account

–Combination of Self Insurance and Traditional

Historique

Fondé en 2015.

«If you do not know who you are, the stock market in an expensive place to find out. «

— Adam Smith

A company built on a platform of integrity. Don’t take my word for it. Visit my website.

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Kim MacDonald M.

Gérant de commerce

The majority of Kim’s career was spent working at the investment arm of one of Canada’s major banks. Her investment knowledge includes but is not limited to: stocks, bonds, preferred shares, alternative investments, ETF’s, and mutual funds.

Her focused experience with investments provides invaluable perspective in her Insurance business. She is clear on what «over-​insured» and «under-​insured» looks like.

A long time ago Kim learned the value in clearly communicating financial information to her clients. It became clear to her that when people and companies had a complete understanding of insurance and investment products they had complete confidence in her advice.

Kim was singled out in Canada in 2011 and had a feature article in every major newspaper in the country including the Financial Post specifically about her work educating women investors. She continues to feel strongly about educating people with respect to insurance and investments.