Craig MacDougall, CFP, CIM, RIAC, FCSI

Senior Wealth Advisor

Bringing nearly two decades of experience in the financial services sector, Craig draws from his rich life journey to approach each client interaction with a comprehensive, individualized perspective. His aim is to offer investment guidance and solutions meticulously tailored to match the distinct aspirations and requirements of his clients. Craig firmly believes in harmonizing client values with financial strategies, employing a blend of financial planning discipline and investment principles.