About Macquarie

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FRED BRUUN, CIM, FCSI, CFP

Associate Director, Investment Advisor

Home» Our services» Customization

Our services

Customization

The portfolio I create for you will be uniquely customized, based on your specific needs and preferences. I invest the time to understand your financial circumstances, needs and long-term goals, degree of risk tolerance, and desired degree of involvement in the investment process.

You can expect a very high level of service from me. My structured communications strategy was designed specifically to exceed your expectations and create a unique and rewarding financial experience, through regular quarterly reviews and ongoing daily monitoring.

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.