Unlicensed Assistant | Investia Financial Services Inc.
Client Experience & Operations Manager | Different Financial
Born and raised in Richmond, British Columbia, Tara MacDonald spent many of her childhood summers in Osoyoos and much of the rest of her time on the soccer field. Those experiences helped instill the values of teamwork, resilience, and community that have shaped both her personal and professional life.
Tara entered the financial services industry in 2000, beginning her career with a credit union and spending the next two decades building a wealth of experience across a variety of roles. From her early days as a teller to later positions in administration and settlements, she gained a comprehensive understanding of client service, business operations, and the importance of building meaningful relationships.
Always eager to expand her knowledge and skills, Tara completed a Business and Accounting Diploma before broadening her experience outside financial services. She worked in accounts receivable and later served as a project coordinator within the construction industry, where she strengthened her organizational, communication, and problem-solving abilities. Although she valued these opportunities, she was ultimately drawn back to the financial services field, where she feels most at home. Today, Tara enjoys supporting clients and helping ensure the smooth day-to-day operation of the practice while continuing to grow professionally alongside Melissa and Carolyn.
Outside of her professional life, Tara is passionate about family, community, and sports. For eight years, she volunteered as a youth soccer coach, giving back to the sport that played such an important role in her own upbringing and helping young athletes develop confidence, teamwork, and a love of the game.
Family is at the centre of Tara’s life. She loves spending time with her husband, Brian, and their daughters, Kennedie and Addison, whether they’re camping, travelling, or simply enjoying life’s everyday moments together. Their home is always full of activity thanks to their two dogs, Trucker and Harper, and their cat, Rose. Tara’s favourite role is being her daughters’ biggest supporter, often found cheering from the sidelines at volleyball tournaments. One of her proudest moments was watching Kennedie sign with a university volleyball programme during her Grade 11 year, the culmination of years of dedication, perseverance, and hard work. Most recently, Tara had the opportunity to travel to Regina to watch Kennedie compete in the Canada Cup, creating memories she’ll treasure for years to come. As Kennedie enters Grade 12 and Addison begins Grade 8, Tara continues to embrace every opportunity to celebrate their accomplishments and enjoy this special season of family life.
