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DARREN HARROLD

Investment Advisor

Home» Our services» Financial planning

Our services

Financial planning

I perform a comprehensive suite of services to help you and your family plan for a lifetime of wise financial choices. Your investment portfolio will be placed in context of a financial “roadmap” that has been strategically designed to help you reach your unique life goals most effectively.

Whether you need to explore income splitting, wealth transfer within your family or estate and retirement planning, I will follow a strategic, disciplined plan to help you manage all of your financial needs.

Many of my clients own small businesses and consult me regarding divestiture strategies. I offer creative and customized solutions for reinvesting their capital elsewhere.

I would be pleased to introduce you to the lawyers and accountants I work with on a regular basis, or would be happy to liaise with your own professionals if you prefer.

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.