About Macquarie

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

Home» Our vision» Service and performance

Our vision

Service and performance

We have one ultimate goal in everything we do — to ensure that you and your family reach your financial goals as well as your life dreams with peace of mind.

It is our role and responsibility to build a strong relationship based on trust, consistency and a deep understanding of your values and what is important to you. We very much enjoy long-term relationships with our clients based upon mutual respect, a common understanding, consistent communication, and satisfaction. Accordingly, we will take the necessary time to meet and help you determine if our team is THE ideal fit for you and your family; importantly, we will be considering if you are a good fit for us also.

Should we decide to work together, you can rely on our experience, discipline and integrity, backed by sound management principles, to create well-rounded investment strategies based upon Life Vision Planning customized for you and your loved ones. Outstanding service and performance will be the reward of a great relationship.

Our promise

We treat every relationship as a sacred trust, ensuring that your affairs are treated with the highest levels of understanding, professionalism and privacy. We apply experience, discipline and integrity to every decision we make. Plans conceived today will work to protect, grow and manage your wealth tomorrow, and for generations to 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.