Liam MacDougall
Administrator

Liam supports the advisory team with planning-related preparation and coordination, contributing to the analysis and organization that underpin client work. His role includes assisting with planning materials, helping prepare meeting support, and working closely with advisors to ensure next steps are clear and well-documented.

Liam is often involved early in the client process, supporting advanced planning and helping ensure that information is assembled in a way that allows for efficient, focused discussions. His work contributes to consistency, follow-through, and a positive client experience.

 Liam is currently enrolled in the CFP certification program. Outside of work, Liam enjoys spending time on the golf course.