About Macquarie

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Jaime Carrasco, BA, CFP
Investment Advisor

Home» Our services» My unique process

Our services

My unique process

My unique process

My message is not a typical one. It wins the trust of clients who are interested in the global political and economic trends influencing the investment world. I build on their trust by analyzing investors’ portfolios without obligation, and asking the right questions. When they see that my recommendations prove correct, they entrust their assets to me for the long term and many even become my friends.

I love people and particularly those who enjoy the full roundness of life as I do. As a young man, I once worked as a test sailor for a yacht company. I met two kinds of sailors: those who owned boats simply as a status symbol and those who owned them out of love for the enjoyment they could bring.

From this experience, I learned to work with people who live for enjoyment. I also learned lessons that now serve my clients well: how to read the wind and maintain control when you’re stuck in a storm.

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.