About Macquarie

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

Portfolio Manager

Home» Our services» Global expertise

Our services

Global expertise

I have worked for many years in global financial markets — in particular, in Europe — and I understand the interdependencies of various markets in both good times and bad. I am attracted to Macquarie Private Wealth because it enjoys a uniquely global presence in the Canadian investment services market, which has, until now, been dominated by local players. At Macquarie, I can leverage the firm’s global focus and reach, choosing from the widest possible universe in terms of investment opportunities and specialists.

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.