Profil
Mr. Donald H.
McDonald is a Founder & Managing Director at One Capital Management LLC.
Prior to founding One Capital Management, LLC, Mr. McDonald was one of the Founding Members at Loring Ward Investment Counsel (Canada), which later became Assante Wealth Management.
Mr. McDonald worked in business development as a Senior Vice President responsible for national sales and as a Senior Vice President of Corporate Development and M&A activity was largely responsible for the recruitment and integration of firms acquired by Assante.
He then took on the role of Senior Vice President of Assante Asset Management (USA) responsible for opening the Private Client practice in Century City namely catering to Sports and Entertainment clientele.
Prior to joining Assante, he performed business development for Canada Trust’s Personal and Pension Trust business for Western Canada.
Mr. McDonald earned a BA in Economics in 1985 from the University of Manitoba and is a graduate of Ridley College in St. Catharines, Ontario.
Postes actifs de Don McDonald
| Sociétés | Poste | Début |
|---|---|---|
One Capital Management LLC
 One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Fondateur | 01/01/2001 |
Anciens postes connus de Don McDonald
| Sociétés | Poste | Fin |
|---|---|---|
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Fondateur | - |
Formation de Don McDonald
| University of Manitoba | Undergraduate Degree |
| Ridley College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Finance |
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Finance |