Who We Are
Service to investors since 1849
MacDougall, MacDougall, & MacTier is an independent, employee-owned investment firm, dedicated to pursuing our clients’ interests and needs with consummate professionalism.
Our experience, of 160 years of operations, has proven the values of integrity, independence, service, performance and trust.
These values continue to be our foundation for success in wealth creation and management.
At Your Service
Maximum individual attention to the client’s financial affairs is another value that has stood the test of time at MacDougall, MacDougall & MacTier. Putting clients first has always worked for us.
This means understanding the client's objectives, both immediate and long-term, and through careful planning, tailoring the account to achieve those objectives. Segregated account management, focused on the needs of individual clients, is our key to successful wealth management.
Through our wholly owned subsidiary, MacDougall Investment Counsel Inc., we provide investment counselling capability.
Our research resources include an internal team of analysts and relationships with external partners – ranging from individual specialists, to independent research boutiques, to global investment firms. The focus is on North American securities, with international reach through managed products and large global companies.
With portfolio management as the cornerstone of our business, we offer the full range of services that our clients need to fulfill their financial objectives
Independent Professionals
Conscientious Guidance
Investment management requires a thorough, in-depth understanding of the intricacies of the marketplace – ranging from ever-changing economic conditions, to complicated tax codes, to the proliferation of new financial products and services.
MacDougall investment professionals can simplify the process for you.
Acting with Integrity
Managing our clients’ money is our business. As an independent investment dealer, we are not owned by a large financial institution or a corporate owner. We do not maintain inventories of securities nor do we act as underwriters, except in very rare circumstances.
We focus on private client investment management, both on a transaction and fee basis. We provide custody and trading of a broad range of North American and International securities and financial products. We provide portfolio management services for a fee, on both a discretionary and non-discretionary basis.
Our independence permits simplicity, transparency, unbiased advice, and constant pursuit of our clients’ best interests.
Prudent Managers
Prudence and patience are our keys to successful wealth management.
For our clients, we pursue steady accumulation over the long term with appropriate responses to short-term trends. This means maintaining and positioning their portfolios to be well placed to benefit from major market cycles.
We provide a range of client services including estate planning, tax preparation, estate settlement, insurance products and registered accounts (such as, RRSPs, RRIFs, RESPs, IPPs).
Balanced, diversified portfolios mitigate exposure to any particular sector. A careful selection of investments is designed to reflect each individual’s risk profile and specific requirements.
