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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money — we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. At The MacDonald Group, we provide honest, personalized advice and a proactive, high-touch experience.

MacDonald Group
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Meet the team

Darren MacDonald, CIM®
Angie MacDonald
Administrative Assistant
Ryan Moroney, MBA, CIM®
Portfolio Manager

Team values

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Client-First Approach

The MacDonald Group prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we strive to make each client feel valued and supported. Our client-first philosophy drives every decision in designing strategies to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of The MacDonald Group. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By prioritizing clients’ best interests, we create trusted partnerships that inspire confidence and build lasting relationships.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Empowering Clients Through Knowledge

At The MacDonald Group, staying informed and knowledgeable is a top priority. Our team avidly tracks industry trends to provide in-depth guidance that reflects the latest financial developments. By offering up-to-date strategies and empowering clients through education, we help clients make well-informed decisions. Our commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

2006-2011

As an Investment and Insurance Advisor, Darren developed and implemented tailored investment strategies for clients at Dundee Wealth Management, helping clients build and preserve wealth through comprehensive financial planning and risk management.

2011-2025

As an Associate Portfolio Manager and Insurance Advisor at Meckelborg Financial Group Ltd., Darren provided strategic wealth management solutions, overseeing investment portfolios and designing tax-efficient financial plans. He offered comprehensive risk management strategies, including insurance solutions, and built long-term client relationships by guiding individuals and businesses through complex financial decisions.

2025-Present

At Optimize Wealth Management, Darren focuses on holistic financial planning, integrating investment management, retirement strategies, risk mitigation, and estate planning. Working closely with clients to develop customized financial roadmaps, he helps them achieve long-term security and financial success.

Supporting our community

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Providing equitable education opportunities for children is a cause The MacDonald Group is passionate about. By supporting First Book Canada, our team’s contribution helps children in need have access to the resources they require to succeed academically. This reflects our dedication to fostering brighter futures through education and community involvement.

 

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Improving health outcomes for children is a priority for The MacDonald Group. By contributing to SickKids, we support groundbreaking pediatric research and innovative care that benefits children and families. Our involvement underscores our commitment to advancing healthcare and creating a healthier future for the next generation.

 

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Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for The MacDonald Group.  Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. Our commitment reflects our belief in a more compassionate and unified society.

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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.