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PHILIP FRANCIS,CIM, FCSI, Ch.P. Strategic Wealth®

Portfolio Manager

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Our services

Award-winning research

Macquarie Private Wealth’s independent, award-winning global research analysts are among the best in the world and have won numerous awards for their industry-leading work. They deliver quality information that I use to guide my investment decisions and provide you with more informed advice.

Macquarie Research Equities has a highly rated global team of analysts — approximately half of whom are ranked in the top five in their sector of specialization.

Our research team covers multiple regions across the globe, including Canada, the US, Asia, the UK, Europe, Australia, and New Zealand with a collective research strategy of producing high-quality, thought-provoking research. We offer macro-economic capabilities across economics, strategy and quantitative analysis. To illustrate the calibre of Macquarie’s research, here are some of their recent awards:

Macquarie Research (Aus and NZ) received a total of 12 awards in the 2008 StarMine Analyst Awards for Australia and New Zealand.
Macquarie Research (Pan-Asia) received a total of nine awards in the 2009 FT StarMine Analyst Awards for Pan-Asia.
Macquarie Research (USA) received a total of four awards in the Institutional Investor 2009 Best Up and Comers Awards. And,
Macquarie Research was ranked number one by the renowned Peter Lee Associates in 2008.

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.