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About Us

As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Wayne W. MacDonald, CFP®

Certified Financial Planner


Wayne brings 18 years of financial planning experience to the table when he meets with clients.

Everyone's situation is different and it is from working with many diverse scenarios that Wayne is able to bring effective financial strategies forward for consideration.

Wayne's passion is to work closely with clients who desire a balanced life with a solid financial planning foundation to support that lifestyle.

Mutual Funds provided through FundEX Investments Inc.

Lorie A. MacDonald

Executive Assistant


Lorie brings to the financial industry 28+ years of experience in office administration and client relationship management.

Her experience includes educational, financial and legal office administration.

This experience makes her a strong asset to our service team. Lorie attends many workshops and seminars in a continuous effort to improve her administrative skills.


"No Man Is An Island", nor does one person have all the answers especially, in the areas of tax, insurance and finance. That is why we have a network of professionals who are specialists in their particular area and who we can call upon to fill a unique need when required.