Services

As an Investment Advisor with Macquarie Private Wealth Inc., I offer my clients the products, support and technology of one of the world's largest and most diversified financial companies along with the personalized service of a client-focused investment boutique. Macquarie Private Wealth gives me the freedom to tailor solutions that address each of my client’s unique circumstances and preferences.

With my international approach, higher learning in economics and disdain for any form of mediocrity, I create customized investment plans for each investor, based on their unique goals and objectives. Individuals, families, retirees, and businesspeople appreciate my attentive and results-oriented advisory services.

Remaining focused on my client’s interests at all times, I tend to favour investments that provide long-term growth with a dividend component for instant gratification and confirmation of value. Tax efficiencies remain a priority. The investment vehicles I buy, how I buy them, plus unorthodox avenues such as arbitrage bring my clients long-term results with income along the way. My success builds their trust, which allows me to do my best work.

My initial meeting with any new client begins with an open and detailed discussion of the approach I use to generate alpha (the extra return you expect me to generate without undue risk to justify my fees). Once I explain the arbitrage opportunities in Canada, you will likely never approach mutual funds the same way again.

Click on the options to the left to learn more about my innovative investment services. 

 

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.