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Andrew Anthony McDonald, Portfolio Manager, Senior Wealth Advisor

CIBC Private Wealth, Wood Gundy - The McDonald Group

181 Bay Street, Suite 600, Toronto, Ontario, M5J 2T3

Team Assets (Custodied)

$488-million

Typical Size of Household Accounts

$750,000 -
$1.8-million

Minimum Account Size for New Business

$500,000

Typical Net-Worth of Relationships

$1.1-million -
$5.7-million

Andrew McDonald is lead portfolio manager and head of The McDonald Group at CIBC Wood Gundy. He joined the firm in 1996 as a sales assistant at Midland Walwyn, a predecessor firm. . Andrew’s work ethic and perseverance was encouraged by Joyce Eisen, a vice president and senior advisor at the time (she retired in 2010). She took Andrew under her wings and provided great career and personal mentorship.

Today, Andrew specializes in creating personalized and holistic wealth strategies for private and institutional clients. Andrew is committed to building positive and impactful relationships, and advocates for a team approach to ensure every client need is addressed. He distills decades of experience into a unique approach that aligns with his clients’ values, goals and lifestyles. Always putting his clients first, Andrew is determined to provide the best private wealth experience available.

A strength of Andrew’s team is their ability to design innovative investment portfolios that capture returns offered in today’s markets, while staying positioned to capitalize on future opportunities.

Andrew wants his clients to feel like they can come to him with anything. His team can apply their expertise, and the strength of CIBC, to solve the financial challenges they face. Andrew is there not just to manage wealth strategies, but to listen to his clients and care for their best interests.

As needed, Andrew and his team partner with experts in other areas of CIBC Private Wealth, including financial planning specialists, tax strategists, estate planning and trust specialists, and private bankers. That enables the team to address every dimension of their clients’ wealth strategies. By integrating multiple financial services under their scope, they are able to provide clients with more synergistic and complete wealth solutions.

Andrew has an Honour BA from the University of Toronto, the Chartered Investment Manager (CIM) designation, and derivatives and estate planning accreditations.

He is passionate about sharing his career journey with students and members of marginalized communities. Over the last year, Andrew has spoken to students at the TDSB virtual school, and to MBA students at the Schulich School of Business and Rotman School of Management about the challenges and opportunities of wealth management. Andrew is especially proud of his efforts for the CIBC Miracle Day fund raiser for children. Through this platform, Andrew’s contribution and support has resulted in a meaningful impact on various children’s charities.

Andrew resides in Toronto with his wife, Shawna, and two children, Ella and Keaton. In his free time, he likes to run and cook. Andrew is an active member in community programs, and a volunteer at his children’s school.


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