About Macquarie

Select a country:
Australia	Indonesia	South Africa
Austria	Ireland	Sweden
Brazil	Japan	Switzerland
Canada	Korea	Taiwan
China	Malaysia	Thailand
France	Netherlands	United Arab Emirates
Germany	New Zealand	United Kingdom
Hong Kong	Philippines	United States
India	Singapore

Blake Dalton, CFA

Investment Advisor

Home» Our services» My proven process

Our services

My proven process

Successful wealth management is an ongoing process. It involves regular communication, a clear understanding of your current and future financial needs and commitment to a systematic wealth management process that cycles through six phases. I have been successfully implementing this process for years to help Canadian families develop comprehensive wealth management plans and realize their lifetime goals:

Proven process chart

1. Profiling — Gather information and data to profile you and your needs accurately.

2. Financial analysis — Prepare a comprehensive financial plan addressing current financial situation, time frame, risk tolerance, goals and expectations.

3. Asset allocation — Prepare the Investment Policy Statement, incorporating your asset allocation strategy.

4. Investment selection and management — Select specific investments and implement strategy to coordinate with the Investment Policy Statement.

5. Monitoring and review — Monitor financial plan and portfolio, adjust as necessary, and prepare regular customized performance reports with portfolio analysis.

6. Ongoing education — Discuss prevailing market conditions, relevant investment strategies and broader financial matters on an ongoing basis.

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.