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Leadership

Macquarie Private Wealth is part of the Australian-owned Macquarie Group Limited, one of the world’s largest and most successful global providers of banking, financial, advisory, investment and funds management services to institutions, corporations, small businesses and individuals.

As part of the Macquarie Group, we have an enviable position and strength in the industry. We offer you the client focus of an independent investment boutique, with the backing and benefits of one of the world’s largest and most diverse financial companies. We are able to provide you with tailored financial solutions, award-winning global research, recognized financial strength, and a global vantage point — a world of opportunities to build your personal wealth.

Being part of such a well-established company gives all of our clients an added sense of stability. But what keeps them with us is our unfailing commitment to high calibre client care and attention — the boutique service that is the foundation of Macquarie’s successful long-term client relationships.

Heading the executive management team is Bruce Kagan, Chief Executive Officer, Macquarie Private Wealth and Earl Evans, President*, Macquarie Private Wealth and Macquarie Executive Director.

Bruce Kagan, CFA

Macquarie Group Limited Executive Director, Chief Executive Officer, Macquarie Private Wealth Inc. and Macquarie Executive Director

Bruce has more than 20 years of experience in the investment industry. Following the successful acquisition of Blackmont Capital by the Macquarie Group Limited, Bruce was named CEO of the new Macquarie Private Wealth.

Prior to joining Blackmont Capital, Bruce was head of the Wealth Management Division at Dundee Securities. He has also worked at CIBC Wood Gundy, where he distinguished himself leading corporate-wide training and development, high net worth operations across the country and the growth of the Toronto region.

Bruce began his career as an Investment Advisor at Midland Walwyn/Merrill Lynch, where he earned recognition as a Chairman's Club member and was later promoted to Branch Manager, with responsibility for one of its Toronto branches. Bruce Kagan holds a Bachelor of Commerce (Honours) from Queen's University and carries the Chartered Financial Analyst (CFA) designation.

  

Earl Evans

Macquarie Group Limited Executive Director, Head of Wealth Management and President*, Macquarie Private Wealth Inc.

Earl Evans was a key member of Macquarie Private Wealth’s senior leadership team in Australia and took the Full Service Broking team from 13th position to number one in just six years. Earl also built Macquarie’s national network from 100 advisors to 320 and took the business from a loss position to earning $58 million in profit in the last financial year, while managing P&L of business, Sales, Compliance, Back Office, Product Distribution and Development, Capital Raisings and Placements, and Fixed Interest.

Earl has served on the Macquarie Equities Limited Board, the Executive Committee, the Options Committee, the Debtors and Complaints Committee, and the Sales Management and Leadership Committee. He holds his Diploma in Financial Securities and Planning from the Securities Institute of Australia.

 
* Appointed as President, pending regulatory approval.


© 2010 Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of Canadian Investor Protection Fund and IIROC.