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THE LITMAN FINANCIAL GROUP*

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Our services

Diversified, unbiased portfolios

We capitalize on the advantages of using professional portfolio managers to maximize the success and cost-effectiveness of your investments. The Macquarie Integrated Managed Account (IMA) platform gives us flexible and unlimited access to the world’s finest money managers at reduced fees. IMA also provides valuable research findings and has no pre-packaged formats we must follow. IMA enables us to create a truly individualized portfolio for you without bias. Fees are completely negotiable and tax deductible.

*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.