About Macquarie

Select a country:
Australia	Indonesia	South Africa
Austria	Ireland	Sweden
Brazil	Japan	Switzerland
Canada	Korea	Taiwan
China	Malaysia	Thailand
France	Netherlands	United Arab Emirates
Germany	New Zealand	United Kingdom
Hong Kong	Philippines	United States
India	Singapore

Donna Johnson, MBA, Investment Advisor
Katherine Perez, BA,Investment Advisor

Home

Johnson Perez homepage image

Comprehensive wealth management

As Investment Advisors with the Wealth Management Group of Macquarie Private Wealth, we provide comprehensive financial planning services with distinction. Our mission is to work with families, organizations, corporations, and individuals who have significant financial resources and recognize the need for professional financial management on a long-term basis.

Together, we will create a financial plan that addresses your needs now and remains flexible enough to be adjusted over time as your circumstances change — a plan that sets you free to fulfill your life's mission without financial concerns.

Our vision

We seek to engage with clients who will value our entrepreneurial spirit and who desire ongoing relationships that resonate with mutual trust, respect and openness. Our love for helping people drew us to our rewarding careers building and administering wealth.

What's in a name?

Click here to watch our introductory video.

Forward Thinking

To learn about Macquarie’s enormous scale, global reach and track record of exceptional performance, please click here.

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.