About Macquarie

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STEVEN CONVILLE, MBA, CFP, CIM, FCSI

Vice President, Portfolio Manager, Investment Advisor

Home» Our services» Partnership

Our services

Partnership

I work in partnership with my clients. As a client, you are an integral part of the relationship. Your involvement elevates the success of your investments.

It is important that I learn about your financial and personal goals, life preferences and fears in order to develop the roadmap to your financial success. Pertinent information, such as your income, net worth and obligations, is carefully documented and kept confidential.

I then conduct a thorough analysis of your current portfolio and investment projections. Using sophisticated software, I identify additional opportunities, make recommendations and design a customized investment plan using my conservative, disciplined, structured income approach. Once you have a full understanding of the program, I implement the strategy, regularly monitor the developments, and make positive adjustments as needed.

Communication is important and encouraged. I meet annually with each of my clients for an official review, and also consult with them frequently throughout the year about any recommendations or changes.

My door is always open. You will experience sincere and attentive service at all times.

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.