Our Team

Joe MacDonald  CFP, CLU, Ch.FC | Co-Owner
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Joe began his career with the administration and servicing of group employee benefit and pension plans.  Joe has developed his expertise by simply being on the job with business owners and upgrading his qualifications via professional development opportunities and industry designations.

A graduate of St. Francis Xavier University and Mount Saint Vincent University, Joe possesses a Bachelor of Business Administration and a Bachelor of Education with a dual certification in Business and Mathematics.

Of all his successes over the years, Joe would tell you that his greatest accomplishment, and what he is most proud of, is his family which consists of his high school sweetheart of 33 years, and 5 lovely boys ending with the twins (aka.  “The Bookends”).



Aaron MacDonald  B.Comm | Co-Owner

Aaron speciliazes in Income and Estate Managment strategies for Business Owners and high net worth individuals. He is credited for having played a major role in developing the Benefits Program Plus™, which is a process that all business owners should take advantage of.  Benefits Program Plus™ allows us to work together in addressing your major concerns and develope a customized course of action to minimize these concerns.

Aaron demonstrates extensive knowledge with the workings of the financial planning tool called the FP Solutions; our Business level program is the only comprehensive corporate planning tool available in Canada to date.

Aaron has worked in the financial service industry since 2006. A graduate of Saint Mary’s University, Aaron possesses a Bachelor of Commerce with a major in Finance. Aaron is currently pursuing his Certified Financial Planner designation (CFP) as it demonstrates his committment towards his clients in delivering quality and sound financial advice.



Jarrod Francis  AMP  | Office Manager
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