Investment solutions

We find that investors fall into two broad categories: those who prefer to delegate the day-to-day decision making and those who prefer to be more hands-on but also value professional advice.

Both groups need a strategic investment plan that dovetails with their financial and estate plans. To create this plan, we first decide upon an Investment Policy Statement (IPS), a strategic roadmap we create together that helps us stay on track when making decisions or recommendations for your account.

For those clients who prefer to delegate their day-to-day investment decisions, Macquarie Private Wealth has two managed asset programs: The Macquarie Integrated Managed Account (IMA) and The Macquarie Liberty Account.

The IMA Platform

The Macquarie Integrated Managed Account Platform (IMA) provides you with a multi-manager, multi-asset class portfolio that is tax-efficient and tailored to your goals. Unlike many managed asset offerings, with IMA you are not pooled with other investors. Rather, you own a separate account holding the individual securities. The advantages include maintaining your own cost base and the flexibility to manage your tax liabilities. In creating this program, we have partnered with a leading third-party consultant to help us screen some of the best investment managers in the world and ensure that only the most suitable are recruited.

Designed for the investor who appreciates a sophisticated and efficient global investment solution, IMA was the first platform of its kind in Canada and is still one of the country’s best. IMA portfolios are designed for accounts with a minimum of $100,000.

The Macquarie Liberty Account

The Macquarie Liberty Account removes the costs of individual transactions and replaces them with a single competitive fee based on your total assets under administration. The advantages include tax efficiency, transparency, flexibility, and the removal of any perceived conflicts of interest, among others.

Click here for more information on The Macquarie Liberty Account.

For clients who prefer to maintain hands-on involvement with their investment portfolio, we offer advisory services on a full range of investment vehicles, including:

• Stocks
• Bonds
• Treasury bills
• GICs
• Mutual funds
• Principal protected notes
• Hedge funds
  

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.

 Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.