Jodi Mac Donald
About Jodi Mac Donald
Jodi Mac Donald is an Associate Consultant at IG Wealth Management in St. John's, NL, where she specializes in integrating retirement, estate planning, investment, and tax strategies into comprehensive financial plans. With a background in Dentistry and a commitment to enhancing clients' financial security, she focuses on building strong relationships with business owners and professionals.
Work at IG Wealth Management
Jodi Mac Donald has been serving as an Associate Consultant at IG Wealth Management since 2017. In this role, she emphasizes building and nurturing relationships with clients and their families to ensure financial security and comfort. Her work involves integrating various financial strategies, including retirement and estate planning, investment, and tax strategies, into cohesive financial plans tailored to the specific needs of her clients.
Education and Expertise
Jodi Mac Donald holds a Doctor of Dental Surgery degree from Dalhousie University, where she studied from 2001 to 2005. Prior to that, she earned a Bachelor of Science (B.Sc.) degree in Biology from Acadia University, completing her studies from 1997 to 2001. Her educational background provides her with a unique perspective in her financial consulting role, particularly in understanding the needs of professionals and business owners.
Background
Before joining IG Wealth Management, Jodi Mac Donald worked at Keyin College Inc as a Clinic Instructor from 2006 to 2017. During her 11 years at the college, she contributed to the education and training of students, which further developed her skills in communication and mentorship. Her experience in education complements her current focus on financial planning and client relationships.
Client-Centric Financial Planning
Jodi Mac Donald employs a holistic, client-centric approach to financial planning. She focuses on adapting financial strategies to meet the evolving needs and goals of Canadian families. Her commitment to making a positive difference in clients' lives is evident in her dedication to providing peace of mind through comprehensive financial planning tailored to individual circumstances.
Focus on Business Owners and Professionals
In her role as an Associate Consultant, Jodi Mac Donald specializes in working with business owners and professionals. She aims to manage financial behavior and improve the everyday lives of her clients. By integrating various financial strategies, she helps her clients navigate the complexities of financial planning, ensuring they achieve their financial goals.