Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Founder and president of the firm, Percy MacDonald works with clients to achieve their financial goals through tailored strategies and sound financial advice. He operated as a financial advisor with TD Bank until 2016, before joining Bloom Wealth & Legacy Planning.
In May 2024, he launched Assante Financial Management – Saltwinds Financial in Halifax, acquiring Cara Boston’s wealth practice.
“My career certainly began out of chance, while I was an engineer student at Dalhousie University where I met my mentor. He planted the seed that I may be better suited to work in the financial services industry,” says MacDonald.
Since becoming a business owner, he has discovered his adaptability.
“As a business owner, relaying your story and what differentiates you from your competition is the greatest challenge. We work in a very competitive industry and as an owner, I’m constantly seeking ways to gain a competitive advantage and provide superior service to my clients,” he says.
“The industry is rapidly changing, from compliance to client expectations and constantly seeking ways to exceed expectations has been a challenge.”
Building a practice during the pandemic was challenging, but it solidified perseverance within MacDonald.
“However, building it the way I believed was in the best interests of my clients and watching it grow has been the most rewarding,” he says.
“My integrity has driven me to challenge the status quo. I’m always looking for a way to continue to better serve my clients, acting in their best interests and prioritizing their needs has led to growth through referrals.”
MacDonald is grateful to his mentor Andrew Stevenson for helping him take the plunge into the financial world.
He says, “To any young advisor entering this industry, I would highly recommend finding a mentor. The more you grow, the more you appreciate the advice. Sometimes you agree and sometimes you don’t. However, having the challenging conversations with someone who has been there before you will make you a better advisor to your clients.”
1361 Bedford Highway, Bedford, NS, B4A1C5
902 463 0056
pmacdonald@assante.com
linkedin.com/in/percymacdonald
advisor.assante.com/web/percy-macdonald
Percy MacDonald
Financial Advisor
Saltwinds Financial
Assante Wealth Management
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2011
2016
2019
2022
2024
Began career as a Financial Advisor at TD Bank
2011
Started as an independent financial advisor with Bloom Wealth
2016
Acquired client base from his employer Bloom Wealth and became the owner of my practice
2019
Recognized as one of Canada’s Top Wealth Advisors: Best in Province
2022
Rebranded his company as Saltwinds Financial
2024
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Milestones
ELITE WOMEN 2024 JUDGE