Jeffrey MacDonald

Jeffrey MacDonald currently holds the role of Senior Manager with the National Advisory Desk at Wellington-Altus Private Wealth, where he provides investment advice to clients and supports the strategic development & operation of the firm’s new National Advisory Desk. With more than 20 years of experience as a financial advisor, planning specialist, and national practice leader, he brings a client-first approach to his role at Wellington-Atlus.

Previously, Jeffrey has served in advisory roles at Assante, RBC, and HSBC, and later held leadership positions at Assante, CIBC, and Canada Life. Through his work at CIBC and Wealth Wise Consulting, he has coached advisors across Canada on strengthening their planning processes and improving client outcomes.

Jeffrey holds the Certified Financial Planner (CFP) designation and an MBA from the Schulich School of Business at York University. Outside of work, he enjoys spending time with his family and is an avid cook.