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MATHEW C. FROGGATT

Investment Advisor

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Investment process

The primary goal is to preserve capital and provide growth and income while minimizing tax.

As with any successful wealth management plan, the necessary steps involved in the investment process are of paramount importance. Without proper navigation, a truly complete wealth management plan is unattainable. Mathew’s process is as follows:

Step 1: Gather

Mathew meets with you to gather your personal and family information, ascertain your wealth structure and preferences, and establish and agree upon expected levels of service.

Step 2: Review

Next, he reviews your current investment portfolio and strategy. He also outlines alternative strategies and makes recommendations based on his investment principles. These recommendations will form the central part of this process, and the content of your individual investment plan.

Step 3: Agree

For your feedback and approval, Mathew presents his individualized investment and tax strategies in relation to the Investment Policy Statement (IPS).

Step 4: Implement

He initiates his recommended plans.

Step 5: Rebalance

Daily internal reviews of your account will be conducted. Mathew will monitor the investment plan and consult with you regarding modifications.

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.