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MATHEW C. FROGGATT

Investment Advisor

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Principles

Mathew conducts his practice according to these six essential principles:

Discipline. It is the key to successful investing.
Using great money managers. They offer you the best chance for long-term performance.
Retirement planning. It is the essential step to set expectations and achieve future happiness.
Relationships. Ongoing client communication is the cornerstone of a successful advisor/client relationship.
Understanding that all financial decisions are weighed in terms of their impact on present and future net worth.
Risk assessment. When you control investment risk, solid performance will follow.

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.