Company Information

Get to know Donaldson Capital

Founded in 1995, Donaldson Capital Management is a fee-only wealth management firm that operates as a fiduciary for its clients. The company's core investment philosophy is centered on dividend growth, aiming to provide clients with a reliable and increasing stream of income alongside long-term capital appreciation. They manage portfolios for high-net-worth individuals, families, trusts, and institutional clients, offering services that include personalized financial planning, retirement planning, and investment management with a mission to build client wealth while delivering exceptional service.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Donaldson Capital

Canada

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.