Our services

We take a comprehensive approach to wealth management and implement strategies to help you efficiently manage your:

• Investments — by optimizing the investments in your portfolio;
• Taxation — by minimizing the taxes you pay;
• Insurance^† — by minimizing the impact of any income loss you may suffer;
• Will — by assisting to ensure that your property is transferred in accordance with your wishes;
• Estate — by maximizing the value of your family assets.

Investments

We develop and implement a wealth management plan that is consistent with your needs and tailored to your unique life situation. Unlike other approaches, ours reduces the amount of time you spend managing your wealth by simplifying the decision making process. We combine sound investment strategies with stock and bond portfolios that are managed using our proprietary techniques. We work with integrity and depth of experience, providing a disciplined approach to managing your wealth.

Portfolios

We develop unique portfolios for clients with accounts in excess of $500,000. Each client is provided with a portfolio that suits their individual risk tolerance through the use of proper asset allocation among equities, bonds and alternative investment solutions. While each client’s asset allocation is unique, we maintain a level of consistency in the solutions we employ throughout our client list. This ensures that any changes made to one investment will be made for all of our clients, allowing everyone to benefit equally from the change.

Wills

We can assist you to ensure that your property is transferred according to your wishes and that your wills are up to date.

Estate Planning and taxation

We can help minimize the taxes you pay while maximizing the value of your family assets by using estate planning solutions such as Individual Pension Plans (IPP), Retirement Compensation Arrangements (RCA), an effective wealth transfer, and providing for beneficiaries. Tax minimization strategies include using flow-through shares, RRSPs and creditor-protected investments.

^†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.

The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.