Associate Portfolio Manager Craig Machel works with a select group of affluent clients who share his vision and philosophy for portfolio management. Craig emphasizes thinking differently in order to seize opportunities as they are developing amidst constant market change. He employs conservative, alternative investment strategies and, along with managing his own model portfolios, also provides clients with access to some of the world’s most successful, and exclusive, money managers.
A leading Investment Advisor at Macquarie Private Wealth, Craig Machel has earned the Financial Management Association (FMA) designation, the Canadian Investment Manager (CIM) designation, and the Fellow of the Canadian Securities Institute (FCSI) designation. The latter is bestowed only on those Investment Advisors who represent the individual integrity and supreme professionalism of the industry; the FCSI is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. Prior to joining the predecessor firm to Macquarie Private Wealth, Craig was an Investment Advisor at CIBC Wood Gundy and its predecessor firm Merrill Lynch.
Craig graduated with a B.A. in Economics from the University of Western Ontario.
Craig is a frequent guest commentator on the national Business News Network (BNN).