Craig MacDougall​

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, prudent investment principles, and ongoing client engagement. His method capitalizes on his deep knowledge of legal, tax, accounting, and financial planning frameworks, alongside his specialization in life insurance-based investment products such as segregated funds and annuities. Craig’s commitment is to craft personalized plans and construct portfolio strategies geared towards advancing his clients’ evolving objectives.

In addition to his professional tenure, Craig earned a Bachelor of Business Administration in Accounting and Finance from Simon Fraser University. He holds prestigious designations including Chartered Investment Manager (CIM®), Fellow of Canadian Securities Institute (FCSI®), Certified Financial Planner (CFP®), and has successfully completed the Life License Qualification Program (Advocis).

Craig is deeply devoted to cherishing moments with loved ones, particularly his two remarkable children. He finds joy in practicing yoga, engaging in various sports and social endeavors, honing his singing skills, and fostering a vibrant atmosphere wherever he goes.