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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

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

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Meet the team

Gus MacDonell, CLU®

Gus MacDonell, CLU®

Wealth Planner

Harris Whiting, CIM®

Harris Whiting, CIM®

Associate Portfolio Manager

Nick Cup, MBA, CFP®, CIM®

Nick Cup, MBA, CFP®, CIM®

Supervising Portfolio Manager

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • The MacDonell Group prioritizes exceptions, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy drives every decision, making sure strategies are tailed to achieve meaningful outcomes.

  • Honesty, transparency, and ethical practices are the foundations of The MacDonell Group. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting our clients’ best interests at the forefront, we create trusted partnerships that inspire confidence.

  • At the MacDonell Group, staying informed and knowledgeable is a top priority. Our team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering our clients through education, we make sure every decision is well informed. This commitment to education fosters confidence and helps our clients pursue their financial goals with clarity and assurance.

Timeline

1986

Gus began his career at Sun Life Financial as an Insurance and Mutual Funds Agent, marking the start of his journey in the financial services industry.

2002

Joined IQON Financial as an Insurance and Mutual Funds Agent, expanding his expertise in financial planning.

2007

Worked at Investment Planning Counsel as a Mutual Funds Agent and Financial Advisor, further honing his skills at providing comprehensive financial advice.

2021 - Present

Gus is currently a Wealth Planner at Optimize Wealth Management, where he continues to help clients with all aspects of their financial futures.

Supporting our community

Providing equitable education opportunities for children is a cause we are truly passionate about. By supporting First book Canada, The MacDonell Group helps make sure that children in need have access to the resources needed for academic success. This reflects our dedication to fostering brighter futures through both education and community involvement.

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

Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for the MacDonell 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. This commitment reflects our belief in a more compassionate and unified society.