Building strong financial plans that stand the test of time

At MacDougald Wealth Management our mission is to help you preserve the wealth you have created, enhance it without taking undue risk and transfer your estate efficiently to your beneficiaries. We commit to being your long-term partners in your financial journey. To ensure yp exceptional client service is expected, we commit ourselves to delivering on both.

We realize investing is only one aspect of managing your wealth. Our in-house team of estate lawyers, accountants and insurance professionals will work with your own outside advisors to ensure all other angles are covered, including:

  • Tax Strategies
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Insurance
  • Business & Farm Succession
  • Philanthropic Giving

At MacDougald Wealth Management we are dedicated to earning your trust as stewards of your wealth. Please contact us today to learn how we can help you and your family build a strong financial plan that will stand the test of time.

MacDougald Wealth Management team

Meet the Team

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Tax & Estate Planning

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Taxes

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

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Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - December 15, 2025

Ethos rewind: the year’s biggest themes

As is tradition, this final Ethos of the year takes a look back at the most popular editions based on clicks and views.

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Investor Strategy - December 2025

Finish line in sight

We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.

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