Our team | Donna Johnson and Katherine Perez

About Macquarie

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

Home» Our team

Our team

A personal approach

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. People appreciate the warmth, common sense and intelligence we bring to our practice, and have expressed that they have richer, fuller lives because of their association with us. It is our hope that we can enrich your life in the same way.

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.