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Our services

We specialize in long-term wealth management and multigenerational financial planning to help investors build diversified portfolios. Our suite of services includes retirement and estate planning, insurance^†solutions, tax-assisted investing and charitable giving strategies. We ensure steady growth and solid advice to keep your wealth strong for generations.

Our diverse array of products:

Flow-through shares — Tax-efficient investments in resource and development stage companies
Insurance^† — Term and permanent solutions to preserve wealth for future generations
Options trading — Complex trading strategies for sophisticated stock investors
Alternative investments — Long/short, market neutral and fixed income strategies
New issues — Initial public offerings and other new-to-market securities
Mortgages — Access to Macquarie Financial mortgages for competitive rates and special client discounts
Private Venture Capital — Investing in small and medium-sized business to take them public on the TSX Venture Exchange

Extensive services:

Investment management — Fully managed accounts, equity specific, fixed income, junior stocks
Tax assistance — Preparation of supporting documents for your tax professional
Retirement and estate planning — A process that clarifies your retirement goals and the steps to meet them
Asset allocation — Breakdown of current assets and recommendations for future needs and current opportunities
Charitable giving strategies — Tax-efficient strategies that maximize charitable benefits and minimize tax
Customized performance reporting — Reports that provide a clear picture of your investments

^†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.

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.

*The Mactaggart Team 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.