Our services | Donna Johnson and Katherine Perez

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» Our services

Our services

Capital preservation and proactive leadership

Our advisory service style can be described as conservative-opportunist. Capital preservation is our utmost priority, but we are always seeking quantified, well-researched opportunities for growth potential. We never try to outsmart the market: it’s smarter than all of us. Drawing from the award-winning research of Macquarie Private Wealth and third party independents, we collect extensive research analysis that helps shape our investment choices.

Paying attention to the science of demographics, we strive to understand social trends and how they will impact our economy. For example, when insurance companies first started going public, most investors were wary of the new, unknown offerings. Recognizing this, and understanding that insurance firms are extremely well funded, conservative and solid, Donna Johnson was among the first to buy their shares and our investors benefited tremendously as a result.

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.