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STEVEN CONVILLE, MBA, CFP, CIM, FCSI

Vice President, Portfolio Manager, Investment Advisor

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Our services

Model portfolios

As a Portfolio Manager at Macquarie Private Wealth, I am qualified to advise on a discretionary basis, a distinguishing credential I possess which gives me a clear advantage over many of my peers. In this capacity, I have developed detailed model portfolios to satisfy a range of client preferences using my disciplined investment approach:

Income portfolio	Conservative portfolio	Balanced portfolio	Growth portfolio
Reliable cash flow to supplement income needs	Slow, steady increase	Moderate appreciation	Aggressive investors who seek high capital growth

For more affluent individuals who require greater financial attention, I also provide sophisticated insurance-based^† and tax-efficient solutions to create a more comprehensive financial plan.

^†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of 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 the Canadian Investor Protection Fund and IIROC.