Account review

Yuri Kotik, Ph.D., Econ.
Investment Advisor, Macquarie Private Wealth Inc.

I’m an experienced advisor at Macquarie Private Wealth with a simple proposition: let’s sit down and review your investment portfolio. We’ll look at:

• Investment objectives
• Risk tolerance
• Asset allocation

Why seek a second opinion? Because there are likely two key differences between your current advisor and us.

• First, we don’t have legacy issues. It’s natural for capable professionals to stand by their opinions and recommendations. But when circumstances change, as they have in today’s volatile environment, it can be difficult to be objective about past decisions. It can be even harder to make necessary changes.
  
• The second difference is that we have a unique investment approach. At the review, we’ll assess your portfolio in terms of diversification, geography and asset allocation — and also from the perspective of returns. This analysis usually leads to a conversation about our distinctive approach to investing.

How are we different?

In a nutshell, we rarely buy bonds, stocks, income trusts, or any other instruments at full price. We use a technique known as arbitrage, making market inefficiencies work for you. This approach works best in uncertain and challenging markets. If you take the time to meet with us, we’ll be happy to explain how simple and profitable arbitrage can be.

So, let’s chat. Call me for a second opinion today.

Yuri Kotik, Ph.D, Econ.
Investment Advisor
T: 905 968 1931
E: yuri.kotik@macquarie.com