Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The McDonald Group, we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

Meet the team

Patrick McDonald, CPA, CFP®
Financial Professional

Patrick McDonald, CPA, CFP®

Financial Professional

Patrick McDonald has over three decades of financial services experience, offering clients access to his in-depth knowledge and perspective. He holds a Master’s degree in Business Administration from McGill University, along with a certificate in Accounting. He has worked diligently to expand his financial knowledge, earning the CPA and CFP® designations.

Before entering wealth management, Patrick worked as a teacher and independent accountant. Prior to joining Optimize, he worked for eight years at Panorama Wealth Management, helping clients navigate their financial journeys with confidence. At Optimize, Patrick is a Wealth Planner and continues to support clients in gaining greater financial clarity and security.

Email: patrick.mcdonald@optimize.ca
Phone: (613) 558-5752

Team values

Client-First Approach

At The McDonald Group, we prioritize personalized client service. By building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy informs every decision we make and guides how we build financial strategies. This approach helps us align solutions with personal goals and deliver outcomes that truly reflect what matters most to clients.

Driven by Ethics

Ethics are the foundation of The McDonald Group. We are committed to providing unbiased, accurate advice throughout each client’s financial planning process. By keeping your best interests at the forefront of every recommendation, we create a relationship rooted in trust. Our goal is to deliver guidance you can rely on, fostering confidence and long-term peace of mind.

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.

Empowering Clients Through Knowledge

At The McDonald Group, staying informed and knowledgeable is a top priority. We track industry trends and market shifts, so our guidance reflects current realities. To keep clients in the know, we share insights through easy-to-understand content like articles, podcasts, and video reels. This ongoing communication helps clients feel informed and in control — financially empowered to make confident decisions now and in the future.

Supporting our community

The McDonald Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future and access to quality education.

Advancing pediatric health is a priority for The McDonald Group. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement not only aids in the improvement of health outcomes, but also offers hope and healing to families. This underscores our dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is a key focus for The McDonald Group. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.