Clients | Yuri B. Kotik | Macquarie Private Wealth

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YURI B. KOTIK, Ph.D., Econ.

Investment Advisor

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Clients

Your investment needs are unique. Just like my investment approach.

Fortunately, it works for all kinds of portfolios.

Choose success today.

Testimonials are on file in our Markham Branch

"I experienced two severe bear markets with Yuri as my advisor. He manages the portfolio in high seven digits for me. My investments did not fall nearly as much as the market, and came back fast both times. As of October 2009 I had no losses in the last crash."

KB, Toronto

"As an industry professional and a client I can fully appreciate my financial advisor's truly elegant investment approach. It changes the all important risk/reward relationship into Yuri’s clients’ favor. Highly recommended."

DG, Chartered Financial Analyst

"I have been burned many times from investments and other advisors in the past. I am absolutely thrilled with the investment services that Mr. Kotik provides. My returns have been excellent even with the economic downturn and he has a very innovative way of investing. I truly feel that he has my best interests at heart. What a breath of fresh air!"

Alex Chor, Toronto

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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.