Our diverse, and highly respected, team caters to people in need of sophistcated wealth planning and investment solutions. Our clients benefit from a culture of idea sharing and collaboration. The combined strength of our unique perspectives ensures you receive a strategic wealth plan to meet your financial, life, and legacy goals.
The MacDougall Wealth Management Mentorship Program is dedicated to identifying and developing the career growth of high quality, next generation, advisors.
Under the mentorship of Iain MacDougall, Samantha Jones and Kit Richmond are actively supported and embrace similiar philosophies, values, investment beliefs, and client care.
We are confident our cleints are well serviced and will continue to be.
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Iain has been assisting clients in wealth creation, protection, and transition since 1995. The MacDougall Wealth Management Group is a group of highly skilled professionals who employ a team approach to wealth management. We ensure client objectives are understood and provide support and guidance in your wealth management journey.
Iain holds a Bachelor of Science Agricultural Economics from the University of Alberta.
He is a Senior Wealth Advisor and Discretionary Portfolio Manager licensed with CIRO (Canadian Investment Regulatory Organization). He is also a licensed Life and Accident and Sickness insurance advisor with the Alberta Insurance Council.
Iain has been an active member of the community over the years. He has sat on several boards and coached hockey, lacrosse, and volleyball. He is still active in a farm operation in southern Alberta.
Iain’s children are in post-secondary programs. His parents and in-laws are both elderly and much of his spare time is spent with them. He enjoys tinkering on antique equipment when time permits.
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Samantha partners with individuals, business professionals, and farm families to support their wealth creation, protection, and transition goals. Her commitment to knowing her clients and her unwavering focus on personalizing wealth management strategies, allow her to deliver client focused wealth management plans and portfolio designs.
Samantha holds a Bachelor of Management in Finance from the University of Lethbridge and Master of Business Administration (MBA) from Bond University in Queensland, Australia.
She is a licensed Wealth Advisor and Portfolio Manager having obtained her Chartered Investment Manager (CIM®) designation. Samantha also carries her Life Insurance (LLQP) certification with the Alberta Insurance Council (AIC).
Samantha believes that connected communities foster financial stability and strength for families and business alike. Volunteering within her community, Samantha currently sits on the executive board of The Lending Cupboard. She has also played a vital part of the Women’s Queens Hockey team at Red Deer Polytechnic, leading the team to two gold medal victories in the ACAC league.
Outside of this, Samantha enjoys being involved in her family’s commercial cattle and mixed grain farm operation, traveling, and taking her Bernese Mountain Dog Billi on camping adventures.
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Kit partners with entrepreneurs, professionals, business, and farm families in their goal to continue wealth creation, enable protection, and structure transition at the MacDougall Wealth Management Group. Our team creates actionable and realistic plans for clients to achieve wealth, family, and legacy objectives.
Kit holds a Bachelor of Science in Business Administration (Finance) from the University of Colorado. He is currently completing his Masters of Business Administration at the University of Calgary.
He is a fully licensed Wealth Advisor with CIRO (Canadian Investment Regulatory Organization).
As a former elite athlete, Kit understands the need for structure and discipline when creating a solid wealth management plan that fits your life’s goals – enabling you to spend time doing what you enjoy.
Kit is engaged and involved in his community. He has volunteered with the Riverbend Golf & Recreation Society as Treasurer and with the Parkland Ski Club. He enjoys spending time coaching youth sports and camping with family and friends in western Canada.
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Kellsey is an Associate on the MacDougall Team with over 10 years of experience in customer service. In this position, she works closely with our clients to provide back office and administrative support. Her pleasant demeanor along with her strong communication skills and attention to detail make her a valuable asset to the team and overall client experience.
Prior to this, Kellsey completed her paralegal degree at Reeve's College, Lloydminster. She is currently working on obtaining her Canadian Securities Course (CSC) and excited to advance her knowledge and education skillset.
Kellsey was born and raised in Lloydminster, AB and moved to Red Deer after graduating high school. She enjoys spending time with family, camping, kayaking, traveling and walking her dogs along the Red Deer River.
MacDougall Wealth Management relies on the expertise of our internal and external partners to extend our capabilities through specialized skills. Our reliable and long standing partnerships add extensive value to our unique client wealth offering.
