Our services | Fred Bruun | Macquarie Private Wealth

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FRED BRUUN, CIM, FCSI, CFP

Associate Director, Investment Advisor

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Our services

Disciplined, conservative financial leadership

I believe strongly in following a disciplined and proven investment process that involves structure, planning, vision, direction, and practical solutions. It is essential to take the necessary steps to protect your assets first, then grow your wealth in a steady and stable manner.

My financial leadership begins with the right financial plan and evolves into a customized portfolio construction process. It encompasses proven, diverse strategies that enhance returns while minimizing risk; maintains clear, consistent communication and regular reporting; and involves timely adjustments whenever necessary to ensure a lifetime of wise investment choices.

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 the Canadian Investor Protection Fund and IIROC.