About Macquarie

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

Portfolio Manager

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Our services

Comprehensive services

Taking a holistic approach, I go well beyond portfolio construction and management to provide comprehensive financial planning services. I am insurance^† licensed, and have undergone rigorous training in financial planning strategies to qualify for my Chartered Professional (Ch.P.) Strategic Wealth^® designation. To simplify and streamline your finances and provide a single point of contact for you, I am also happy to coordinate the services of your other professional advisors such as lawyers, tax accountants and estate planners.

^†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.

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.