Products and services

 

Here is an overview of the breadth and depth of our best-in-class financial services:

Investment Management

  • Protect, preserve and grow your capital
  • Investment Policy Statement (IPS)
  • Customized investment analysis and review
  • Keeping you on track
  • Discretionary portfolio management services

Specialty Financial Services

  • Customized investment strategies
  • Hedging and monetization strategies
  • Structured guaranteed investments
  • Insurance† services

Advisory Services

  • Financial planning and modelling
  • Estate and retirement planning
  • Philanthropic advice
  • Family wealth counselling
  • Succession planning

Small Business Consulting

  • Assisting entrepreneurs with their business development
  • Divestitures
  • Financing
  • Assistance with growth and development
  • Identifying your key concerns and finding solutions

 
Here is an outline of our diverse array of best-in-class investment products:

Equity investments

  • Equity and preferred share instruments
    from all major North American exchanges
  • Open and closed end mutual funds
  • Investment pools and structured products
  • Equity linked notes
  • Options

Alternative Investments

  • Hedge funds
  • Income trusts
  • Managed futures
  • Real Estate Investment Trusts (REITs)
  • Principle guaranteed notes

Registered Education Savings Plans (RESPs)

  • Family plans
  • Individual plans
  • Online Access
  • Envoy — Live 24/7 Internet access to account information, market data, news, and investment research
  • Electronic monthly statements

Canadian and US Fixed Income and Money Market Instruments

  • Government Guaranteed Bonds
  • Canada and Ontario Savings Bonds (CSBs and OSBs)
  • Strip bonds
  • Commercial paper
  • Treasury bills and bankers’ acceptances
  • Corporate bonds
  • Mortgage backed securities
  • Guaranteed Investment Certificates (GICs)

Life Insurance† Products

  • Life insurance†
  • Disability and critical illness insurance†
  • Segregated funds
  • Term certain and life annuities†

Retirement Products

  • Registered Retirement Savings Plans (RRSPs)
  • Registered Retirement Income Funds (RRIFs)
  • Life Income Funds (LIFs and LRIFs)
  • Individual Pension Plans (IPPs)
  • Retirement Compensation Agreements (RCAs)
    Research
  • Macquarie Private Wealth's own award-winning local and global research

 

†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.

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.