About Macquarie

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

Home» Our services» Customized services

Our services

Customized services

Our financial planning services encompass retirement, education, insurance†, and estate planning as well as investment leadership. You can expect a high degree of customization from us at all times. Rather than following a cookie cutter approach, we provide you with financial solutions that fit your individual needs. Comprehensive interviews help us to understand your wealth structure, time horizon, risk tolerance, and short- and long-term goals. After implementing your investment plan, we meet with you formally on an annual basis and keep in touch in case any changes may occur. Our ideal client is one who recognizes the value of a long-standing relationship with a trusted Investment Advisor.

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.

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.