About Macquarie

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MATHEW C. FROGGATT

Investment Advisor

Home» Our services» Contact and reporting

Our services

Contact and reporting

Personal contact is important to the success of all advisor/client relationships. Quarterly face-to-face meetings will be initiated by Mathew, so that he is always made aware of your situation and any changes that may have occurred or are about to occur. This helps him keep your investment plan responsive to your needs and on track with your long-term goals.

Depending on your preference, Mathew will provide monthly, quarterly, semi-annual, or annual reviews of your portfolio and progress.

From a taxation stance, Macquarie Private Wealth enables Mathew to meet his commitment to delivering the highest level of tax-efficient investments, strategies and reporting for his clients.

In addition, clients will receive a Monthly Market Report via email and a quarterly report through regular mailings. Each January, he reviews both market and client service performance.

Client relationships are of the utmost importance to Mathew. His door is always open. Please do not hesitate to contact his office at any time.

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.

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.