Keith McDonald - The McDonald Group - ScotiaMcLeod - Scotia Wealth Management

About Keith McDonald

The McDonald Group, a division of ScotiaMcLeod and part of Scotia Wealth Management, is an investment services firm located on Queens Avenue in downtown London, Ontario. The firm serves a diverse clientele, including affluent families, small business owners, agricultural clients, professionals, senior executives, and retirees. They specifically cater to individuals navigating significant life events such as inheritances, bereavement, divorce, insurance settlements, business or property sales, and employment severance packages. The team provides a team-based approach to total wealth planning, focusing on growing and protecting wealth through disciplined investment strategies and tax-efficient returns. Specific services include customized investment management based on individual risk tolerance and tax situations, retirement planning, and education planning for post-secondary costs. They also offer insurance solutions—including life, disability, critical illness, and long-term care policies—as well as estate and trust planning provided by The Bank of Nova Scotia Trust Company. Additionally, the firm offers Private Banking services through The Bank of Nova Scotia, which include transactional banking support, strategic borrowing solutions, and customized investment lines of credit. The firm is led by Keith McDonald, a Senior Wealth Advisor and Portfolio Manager with over 24 years of experience. He describes his approach as pragmatic and level-headed, focusing on total wealth planning to build successful financial futures. The team includes Investment Associate Brent Carrothers, Administrative Associate Arianne Elmauer, Administrative Assistant Colin McDonald, Senior Insurance Consultant James Hoey, and Senior Total Wealth Planner Mitchell McGrath. The group emphasizes a holistic approach that incorporates investment management, market diversification, tax efficiency, and insurance strategies. Clients can contact the team by phone or email to request a free consultation.