Rob McDonald - Investors Group

12/21/2022

To all friends, clients and family out there, I want to wish all of you a very Merry Christmas! I hope you all enjoy time with loved ones this holiday season and get to enjoy the true meaning of Christmas. Have a blessed holiday season and I look for to seeing you all at some point in 2023!

09/06/2022

In The Living Market podcast, Philip explores how a speech last Friday (August 26) by the U.S. Federal Reserve Chair had a vigorous impact on the markets. Subscribe, rate and review now. http://ow.ly/lQpO50KBc93

09/06/2022

As students begin to pay their tuition for the upcoming fall semester, it is important to know what fees and expenses can be deducted on this year’s tax return. This article will highlight some of the key deductions and credits that can help reduce your family tax bill for the 2022 filing year.,As...

02/11/2021

Associate Advisor - Regina, SK
IG Wealth Management
Midwest - 564 Saskatchewan South
Regina, Saskatchewan

Posted On: February 10, 2021
Last Day to Apply: March 05, 2021
Employment Type: Associate Advisor
Aug2018CM_Associate

Rob McDonald is the senior consultant on a team which provides a full range of financial products and services to over 400 families, entrepreneurs, professionals, and business owners in South Saskatchewan.

Drawing on previous experience in an advisory role you will be responsible for managing and growing the assets of a well established, client centric financial planning practice. You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for financial planning, business development and client service.

THE OPPORTUNITIES:

Access to a dedicated IG Wealth management At Your Service (AYS) representative to support in servicing client inquiries.
Partnership wit an experienced senior advisor.
Opportunity to work with established clients, built new relationships and be rewarded for your own equity.
SPECIFICALLY, YOU WILL:

Support all business development and marketing activities and strategies
Identify new business opportunities within the retiree, young professional and entrepreneurial market
Prepare presentations for concept pieces for use in implementing financial planning strategies for clients.
Develop new client relationships from external prospects and introductions generated from centers of influence
Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship.
Review client accounts, complete detailed financial plans, and explain products, services, and strategies to clients directly.

THE BENEFITS:

Strong total compensation package, including performance bonuses and rewards
Entrepreneurial culture that promises personal growth and development in the high net worth market
Modern work environment and flexibility in your schedule
TO QUALIFY FOR THIS OPPORTUNITY, YOU MUST POSSESS:

Minimum 5 years of client relationship experience in the financial industry
Canadian investment Funds Course (CIFC) or Canadian Securities Course (CSC)
Life License Qualification Program (LLQP) or willing to obtain
Strong personal skills and demonstrated ability to build relationships and attract new business

CONTACT US:

Please email your resume to [email protected]
We thank applicants however only those under consideration will be contacted

02/09/2021

https://investorsgroup.talentnest.com/en/posting/64357

Rob McDonald is the senior consultant on a team which provides a full range of financial products and services to over 400 families, entrepreneurs, professionals, and business owners in South Saskatchewan. Drawing on previous experience in an advisory role you will be responsible for managing and gr...

02/05/2021

My wealth management team is looking to grow. If you know of an individual who would fit this role please feel free to forward this post to them.

Associate Financial Advisor

Regina, Saskatchewan

Rob McDonald is the senior consultant on a team which provides a full range of financial products and services to over 400 families, entrepreneurs, professionals, and business owners in South Saskatchewan.

Drawing on previous experience in an advisory role you will be responsible for managing and growing the assets of a well established, client centric financial planning practice. You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for financial planning, business development and client service.

THE OPPORTUNITIES:
• Access to a dedicated IG Wealth management At Your Service (AYS)
representative to support in servicing client inquiries.
• Partnership wit an experienced senior advisor.
• Opportunity to work with established clients, built new relationships and be
rewarded for your own equity.

SPECIFICALLY, YOU WILL
• Support all business development and marketing activities and strategies
• Identify new business opportunities within the retiree, young professional and
entrepreneurial market
• Prepare presentations for concept pieces for use in implementing financial
planning strategies for clients.
• Develop new client relationships from external prospects and introductions
generated from centers of influence
• Meet directly with prospective clients as well as follow up with existing clients to
execute strategic concepts and further the client relationship.
• Review client accounts, complete detailed financial plans, and explain products,
services, and strategies to clients directly.

THE BENEFITS
• Strong total compensation package, including performance bonuses and rewards
• Entrepreneurial culture that promises personal growth and development in the
high net worth market
• Modern work environment and flexibility in your schedule

TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS
• 5 years of client relationship experience in the financial industry
• Canadian investment Funds Course (CIFC) or Canadian Securities Course (CSC)
• Life License Qualification Program (LLQP) or willing to obtain
• Strong personal skills and demonstrated ability to build relationships and attract
new business

CONTACT US
Please email your resume to [email protected]

We thank applicants however only those under consideration will be contacted
McDonald & Associates IG Wealth Management
Choosing IG Wealth Management for a life and career opportunity.
Our Practice is affiliated with IG Wealth Management which is a part of IGM Financial and a member of the Power Financial Corporation group of companies. When you work with us, you enter a relationship backed by an industry leader that Canadians have trusted for more than 90 years.
MISSION
Our team is committed to helping clients achieve their financial dreams by developing a written plan and creating strategies that are continuously reviewed and adjusted as necessary. We take great satisfaction in seeing plans and strategies become a reality. Also working with our team are dedicated specialists in areas of debt financing, Insurance planning and wealth management. We use state of the art software to create a plan that is tailor made for each client and their situation.

01/01/2021

Well 2020 is coming to a close and what a year it was. We’ve lived through, possibly the worst pandemic we’ll experience in our lifetime. It’s been a challenging year but also a rewarding year. It started off like most other years. Busy with Christian’s activities and a busy RSP season at work. As February turned to March the virus that was that was jokingly referred to being named after a beer became increasingly concerning for all of us. By mid March businesses were being closed and schools were being closed as well. The transition to work from home was challenging and I would say over the last 9 months I’ve grown to like, dislike then like it again. I think I’m back in the dislike mindset but that can easily change in the next few days. Summer was great with lots of cycling and outdoor activities and a great vacation to Clear Lake. School resumed in September and despite the many restrictions and social distancing it was great to have some sense of a normal routine for the kids. Waffles joined us in September and I never thought I’d be a dog owner but it’s been an amazing few months with him in the house. Soccer resumed as did martial arts for Christian and despite some restrictions with those Christian was happy to be doing both again. As snow started to fly there was a sense that restrictions would be getting tighter again. And here we are on the last day of the year. I hope you’ve all made it through this difficult year and stayed safe. Here’s to 2020 being behind us and to a better 2021 for all. From our house to yours. Happy New Year and may 2021 be one of the best years of our lives.

07/04/2020

These are uncertain times we are living in right now. With over 70 years combined between our three advisors on our team at ROB MCDONALD IG wealth management we have seen many crisis’ is in our time. One or all of us have helped guide clients through other uncertain times such as the stock market crash of 1987, the tech bubble burst of 2001, the financial market crisis of 2007-2009 and, obviously, the current crisis of Covid-19 to name a few. We have continually built solid financial plans for our clients and focused on their individual goals and dreams.

As clients start thinking about and eventually start the transition into retirement I go through a retirement readiness questionnaire as part of the process in their retirement plan. These questions help ensure both the financial readiness and the metal readiness for a new life. If you are interested in going through this questionnaire or would like an update on your current financial plan please let me know and I would be more than happy to spend time with you to see how your plan has weathered these last few months.

If someone you know and care about is having concerns about their financial plan and retirement readiness, as a show of my gratitude, I will be providing a $50 gift card to a grocery or gas station of your choice, for any referral you make the results in a booked appointment. Any friend, coworker or family member that is currently not a client of IG Wealth Management that is willing to book an appointment with myself or a member of my team between June 15 and September 30 will automatically make you eligible for a $50 gift card whether they become a client or not. Let me help with that next grocery bill or gas refill while at the same time helping someone you care about.

I can be reached through a PM here or by email at [email protected]

06/16/2020

These are uncertain times we are living in right now. With over 70 years combined between our three advisers on our team at ROB MCDONALD IG wealth management we have seen many crisis’ is in our time. One or all of us have helped guide clients through other uncertain times such as the stock market crash of 1987, the tech bubble burst of 2001, the financial market crisis of 2007-2009 and, obviously, the current crisis of Covid-19 to name a few. We have continually built solid financial plans for our clients and focused on their individual goals and dreams.

As clients start thinking about and eventually start the transition into retirement I go through a retirement readiness questionnaire as part of the process in their retirement plan. These questions help ensure both the financial readiness and the metal readiness for a new life. If you are interested in going through this questionnaire or would like an update on your current financial plan please let me know and I would be more than happy to spend time with you to see how your plan has weathered these last few months.

If someone you know and care about is having concerns about their financial plan and retirement readiness, as a show of my gratitude, I will be providing a $50 gift card to a grocery or gas station of your choice, for any referral you make the results in a booked appointment. Any friend, coworker or family member that is currently not a client of IG Wealth Management that is willing to book an appointment with myself or a member of my team between June 15 and September 30 will automatically make you eligible for a $50 gift card whether they become a client or not. Let me help with that next grocery bill or gas refill while at the same time helping someone you care about.

I can be reached through a PM here or by email at [email protected]