About Macquarie

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Kim Genereux, Investment Advisor
Heather Aked, FMA, FCSI, CPCA, Associate Investment Advisor

Home» Our vision» Life vision planning

Our vision

Life vision planning

We provide comprehensive life planning. If we develop a successful working relationship, we will help you to achieve your goals.

Keys to a successful relationship

Our pledge to you, what you can expect

You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.

We will:

Treat you with respect, honesty and dignity
Act with integrity, putting your interests first
Dialogue with you to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
Outline and explain the strategies we propose
Update you by e-mail, mail and telephone
Meet with you regularly to review your vision

What we will expect

Effective communication and mutual respect are essential to a successful partnership, so we expect:

Trust
Respect
Honesty
Complete disclosure
Sincerity
Commitment

Our recommendations are always based on your best interests, and we expect you to understand this. As our client, the investment, tax, estate, and insurance^† advice we give you will be based on the information you provide to us.

Mutual responsibilities

It is essential that we both have the responsibility to work together to achieve your goals and be effective. It is important that we both make your life planning strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And we will take the time to regularly review your plan. We will all be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect and understanding.

^†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.

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.