Martha Macdonald

equipe

Associate Investment Advisor

MSc, BMOS

Spoken languages : English

Martha may be newest member of the Douglas Macdonald Wealth Management Group’s team, but she is not a stranger to the wealth management industry. Martha started at National Bank Financial when she was just fifteen as a summer intern and continued to hold this position each summer break from school. She was committed to learning the industry ‘from the ground up’, progressing from the position of summer intern, to full time sales associate, and now her current position as an associate investment advisor.

‘Client First’ is the focus of the Douglas Macdonald Wealth Management Group and Martha has taken this to heart. From reassessing and refining client service practices and procedures for the team to reaching out to clients to inquire as to their personal and financial well being, Martha has become an integral member of the team. Martha knows that a financial plan is key to the success of investor’s financial life. She actively reaches out to clients to ensure that they have a financial plan to provide a road map forward. Martha also provides input to the team as to client portfolio construction, asset allocation and security selection.

Martha is a proud Western Mustang Alumina, graduating on the Deans Honors List in 2017 with a Bachelor of Management and Organizational Studies degree. During her time at Western University, she was a Varsity Athlete competing on the Figure Skating Team and an active member of the Alpha Phi sorority. She continued her education in Paris, France earning a Master of Science in Data Analytics from The Paris School of Business.

In her leisure, Martha enjoys travelling, spending time with friends and family, and taking her dog Wally on walks.