Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
MBA, CFP
Senior Manager
Jeffrey MacDonald currently holds the role of Senior Manager with the National Advisory Desk at Wellington-Altus Private Wealth, where he provides investment advice to clients and supports the strategic development & operation of the firm’s new National Advisory Desk. With more than 20 years of experience as a financial advisor, planning specialist, and national practice leader, he brings a client-first approach to his role at Wellington-Atlus.
Previously, Jeffrey has served in advisory roles at Assante, RBC, and HSBC, and later held leadership positions at Assante, CIBC, and Canada Life. Through his work at CIBC and Wealth Wise Consulting, he has coached advisors across Canada on strengthening their planning processes and improving client outcomes.
Jeffrey holds the Certified Financial Planner (CFP) designation and an MBA from the Schulich School of Business at York University. Outside of work, he enjoys spending time with his family and is an avid cook.
Lead Advisor
Mervyn Adams is the Lead Advisor on the National Advisory Desk at Wellington-Altus Private Wealth, where he works directly with clients to deliver goals-based investment advice and support their transition to the National Advisory Desk. Leveraging his experience at a major national office within the wealth‑management industry, Mervyn brings a calm, client‑focused approach that helps investors feel informed and confident throughout the advisory process.
Mervyn holds a Bachelor’s degree in Economics and Financial Management from Wilfrid Laurier University and has earned the Chartered Investment Manager (CIM) designation. He is also currently pursuing the CERTIFIED FINANCIAL PLANNER CFP® designation to further strengthen his financial planning expertise.
Outside of work, Mervyn enjoys spending time with family and friends. He is passionate about hiking, golfing, travelling, and all things motorsports. He also has a growing interest in languages and is currently learning Spanish.
Associate
Currently Charlie holds the role of Associate on the National Advisor Desk with Wellington-Altus Private Wealth, supporting Advisors and clients across Canada. Charlie brings to the role previous experience as a Branch Administrator in the Wellington-Altus Kelowna office and he prides himself on his work ethic, honesty, and loyalty—qualities he brings to supporting both clients and colleagues in delivering outstanding service.
Charlie holds a Bachelor’s degree in Economics from Queen’s University, with future aspirations of pursuing the Chartered Financial Analyst (CFA) designation.
As a new resident of Toronto, Charlie is eagerly exploring everything the city has to offer, in particular the city’s vibrant food scene. Outside of work, he is an avid soccer player, skier and surfer. Most recently, Charlie has also developed a passion for marathon running – running in the Toronto Waterfront Marathon.
