Our vision | The Mactaggart Team | Macquarie Private Wealth

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Home» Our vision

Our vision

Portfolios and relationships built to last

We apply discipline, experience and energy to help conservative investors grow and transfer their wealth.

Our wealth management services are customized to help you and your family achieve your financial objectives through a unique and highly personalized process.

We offer a wide range of services suited to the specialized needs of our clients. We can provide third party managed money portfolios for equity and fixed income investments or administer the fixed income and equity portfolios directly, depending upon our clients’ preferences.

Retirement and estate planning — including insurance strategies^†, tax assisted investing and charitable giving strategies — are also part of our suite of services.

Look to us for steady growth and good advice, to keep your wealth strong for generations.

Our principles

We are passionate about the principles that drive The Mactaggart Team*. We believe in:

Discipline. It is the key to successful investing.
Using great money managers. They offer you the best chance for long-term performance.
Retirement planning. It is the essential step to set expectations and achieve future happiness.
Relationships. A clearly defined client/advisor relationship is the cornerstone of good communications.
Understanding that all financial decisions are weighed in terms of their impact on present and future net worth.
Risk assessment. When you control risk, solid performance will follow.
Community involvement. We believe in the importance of donating time and money to sponsor charitable causes in the community where we live and work.

^†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.