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About Macquarie

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Austria	Ireland	Sweden
Brazil	Japan	Switzerland
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THE HERMAN TEAM*

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Our services

Comprehensive wealth management

We provide financial leadership to individuals, families, corporations, entrepreneurs, and foundations. Our clients can keep informed on the status of their investments by gaining access to their accounts live online any time, through Macquarie Private Wealth's user-friendly, secured Envoy login system.

Keeping capital preservation and tax minimization top of mind, our activities divide roughly into three main areas of focus, depending on each client’s needs and proclivities: managed money, traditional transactional service, and fixed income investing.

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.

*The Herman Team is part 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.