Guest Bio

Kim MacDonald is a Financial Advisor, Financial Planner and Insurance Advisor dedicated to providing clients with comprehensive wealth management to help them make the most of their lives.

Kim partners with a select group of individuals, families, not-for-profits, and business owners to invest their earnings, work through robust planning and insure for life's surprises.

The areas explored include:

• Tax planning
• Financial planning
• Retirement planning
• Estate planning and preservation solutions
• Education planning
• Divorce planning
• Debt planning
• Protecting against death
• Protecting against illness
• Protecting against disability
• Covering business overhead costs when disabled
• Protecting your company from key person risk
• Travel insurance
• Group retirement
• Group benefit plans
• Investment portfolio review and construction.

Kim provides a comfortable environment for clients to open up to us about life's challenges and we are focused on delivering clear and logical steps to address all areas that are important to her clients.

Kim is acutely aware that clients want logical solutions with measurable results that position them towards their goals.

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