Bob Goldberger, MBA, CMA, CFP — Vice President, Investment Advisor

There has never been a better time to build your wealth and secure a lasting legacy

We provide a variety of wealth management services for select individuals and corporations. Tailored to you, we offer effective asset allocation and tax strategies that are continually adjusted to accommodate your changing needs and the realities of today’s markets. Fundamentally, our goal is to protect and preserve your capital, allowing it to prosper.

Bob Goldberger is pleased to be a member of the Advisory Committee to The Macquarie Group Foundation, through which Macquarie Private Wealth proudly supports the communities in which we live and work.

For more information about my charitable giving strategies, as recently highlighted in the Financial Post, click here.  If you would like a free copy of my charitable giving brochure, contact me by email or phone at 416 512 3663.

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.