Aaron MacDonald
Investment Representative at Foxgrove Benefits Consulting
Based in Dartmouth, Canada
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Seniority
Staff
Department
Sales & Business Development
Location
Dartmouth
Industry
Financial Services
Company size
4
Contact information
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a•••••••@foxgrovebenefits.com
Phone
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Background
About Aaron MacDonald
My name is Aaron MacDonald. I am a graduate of St. Mary's University with a major in Finance. My career in the financial service industry began in 2006. In 2021 I received my CFP (Certified Financial Planner) designation. In this complex world of finance, I believe education is crucial; my passion for continuing education highlights my dedication to my clients. Specialties: Wealth Management, estate planning, portfolio construction (investments), business succession planning, business transition planning, tax planning, corporate insurance, employee group benefits, employee group pensions, comprehensive planning tools, insurance to fund buy/sell agreements, economics, and retirement planning. DISCLAIMER: Mutual funds, and/or exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc.
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