Macdonald Financial Group

At PGI Financial Services, we believe that achieving financial confidence is the key to a fulfilling life. Our mission is to provide individuals and families with the financial guidance and expertise they need to pursue their goals and achieve their ideal retirement. With over 28 years of experience in the investment industry, our team of qualified financial professionals is dedicated to helping clients create a secure financial future.

Our Services

We offer a wide range of financial services designed to help individuals and families achieve their financial goals. Our services include:

• Retirement Planning: We help clients create a customized retirement plan that meets their unique financial needs and goals.
• Investment Management: Our team of financial experts will work with you to create an investment strategy that aligns with your financial goals and risk tolerance.
• Estate Planning: We help clients create a comprehensive estate plan that ensures the distribution of their assets according to their wishes.
• Tax Planning: Our tax professionals will work with you to minimize your tax liability and optimize your returns.
• Insurance Planning: We offer a range of insurance products designed to provide financial protection and peace of mind.

Our Team

Our team of financial professionals is dedicated to providing exceptional service to our clients. Meet our team:

• Paul MacDonald: As the owner and CEO of PGI Financial Services, Paul has over 28 years of experience in the investment industry. He holds the professional designations of Chartered Financial Consultant, Chartered Life Underwriter, enlisted agent, and Chartered Federal Employee Benefits Consultant.
• Carissa Shivers: As our lead financial advisor, Carissa has extensive experience in the financial industry and is committed to helping clients achieve their financial goals.
• Cheyanne Stankiewicz: As our marketing intern, Cheyanne is responsible for promoting our services and building brand awareness.
• Diane Hendricks: As our office manager, Diane ensures that our office runs smoothly and efficiently.

Why Choose Us

At PGI Financial Services, we believe that our clients deserve the best. That's why we offer a personalized approach to financial planning, tailored to each client's unique financial situation and goals. Our team of financial professionals is dedicated to providing exceptional service and guidance, and we consistently deliver results that exceed our clients' expectations.

Get Started

Ready to achieve financial confidence? Schedule a meeting with us today or register to attend one of our workshops. With PGI Financial Services, you can trust that you're in good hands.