About Macquarie

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NEVIN G. CHERNICK WEALTH MANAGEMENT GROUP*

Home» Our services» Individuals and families

Our services

Individuals and families

Affluent people often lead busy, complicated lives. We are the trusted Investment advisors to a select number of Canadian households with a family net worth of a million dollars or more. Most of our clients are focused on their busy lives; we focus solely on satisfying their financial needs. We are deeply committed to earning our clients' confidence by taking care of them, keeping them well informed and staying in touch.

Our comprehensive service platform encompasses all areas of the financial landscape. You can ask us to manage all of your investments or just one aspect.

We help you to identify your short and long term needs, goals and parameters, create a road map to get you where you want to be, and ensure you stay on track. We analyze your personal and financial situation, identifying what's most important to you and what you worry about the most. Then we recommend a strategic approach to satisfy your needs.

We liaise with your own interdependent accounting, legal and insurance^† professionals or recommend top experts when required.

Your dependents

Providing for dependents can be a major challenge that tends to keep investors awake at night. Our team of dedicated professionals can handle all the details to set up systems in advance for:

Minimizing tax
Setting up trusts to ensure your heirs invest your legacy wisely
Ensuring your heirs are financially able to carry the tax burden of a large legacy
Smooth and equitable transfer of family assets
Education

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

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.

*Nevin G. Chernick Wealth Management 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.