About Macquarie

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THE LITMAN FINANCIAL GROUP*

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The Litman Financial Group*

The Litman Financial Group* provides customized wealth management strategies designed to preserve and enhance your capital. We deliver full brokerage services with an unsurpassed level of personal attention and accessibility. Through frequent reviews, our highly disciplined approach to investing and our specialized understanding of the corporate world, we are able to provide all of our clients with financial security and peace of mind.

Our vision

We focus on capital preservation, fixed income investing and tax minimization to administer the wealth of affluent families and business owners. Through our strategic leadership and personalized services, we aim to bring you the best financial partnership you will ever experience.

What's in a name?

Click here to watch our introductory video.

Forward Thinking

To learn about Macquarie’s enormous scale, global reach and track record of exceptional performance, please click here.

*The Litman Financial Group is part of Macquarie Private Wealth Inc.

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.