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Blake Dalton, CFA

Investment Advisor

Home» Our services» Accounting focus

Our services

Accounting focus

If you work in the audit, advisory or accounting professions, I encourage you to contact me for customized solutions.

Over the years, I have developed a focus on providing specialized investment services to individuals who are under strict restrictions that forbid them from investing in any companies for whom they are performing services. My tailored investment plans that comply with these parameters to help simplify their lives is appreciated.

No matter what your role or the degree of challenge you face in choosing compliant investment choices, I can devise a successful portfolio for you.

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.