Kevin Mc Donald
About Kevin Mc Donald
Kevin McDonald is an Associate Consultant at IG Wealth Management in Ottawa-Pembroke, where he has worked since 2020. He has a diverse background in financial planning, sales, and retail, along with a passion for golf that aids in client relationship building.
Work at IG Wealth Management
Kevin Mc Donald has held multiple roles at IG Wealth Management. He currently serves as an Associate Consultant since 2020 in Ottawa-Pembroke. Prior to this position, he worked as a Financial Planning Support from 2019 to 2020 and as a PFP Specialist for 7 months in 2018. His experience in financial planning support began in 2017, where he worked for 5 months. His tenure at IG Wealth Management has provided him with a comprehensive understanding of financial consulting and client relationship management.
Education and Expertise
Kevin Mc Donald studied at St. Francis Xavier University, where he earned a Bachelor’s Degree in Business/Commerce with a focus on Information Systems from 2012 to 2016. He furthered his education at the IFSE Institute, where he completed studies in Financial Planning and Services, achieving the IFIC designation in 2017 and the LLQP designation in 2019. His educational background supports his expertise in financial consulting and planning.
Background
Before joining IG Wealth Management, Kevin Mc Donald worked in various roles that contributed to his skill set. He served as an Assistant to the Regional Director at Investors Group for 11 months in Kanata and as a Product Specialist for Footjoy at Acushnet Company for 6 months in 2017. His experience in retail includes a 7-year tenure as a Sales Representative at Golf Town, which enhanced his sales skills and understanding of client needs.
Achievements
Kevin Mc Donald participates in the IG Wealth Management Walk for Alzheimer’s, honoring his mother who is on an ongoing journey with Alzheimer’s. This involvement reflects his commitment to community service and personal connection to the cause. His passion for golf also plays a role in his professional networking and client relationship building.
Skills and Interests
Kevin Mc Donald possesses skills in SAP Lumira, a business intelligence software that aids in data visualization and analysis. His interest in golf not only serves as a personal passion but also enhances his professional networking opportunities. Additionally, his experience with start-ups indicates a versatile skill set, allowing him to understand the unique financial challenges faced by new businesses.