Products and services

 

Here is an overview of the breadth and depth of our best-in-class financial services:

Investment management

  • Protect, preserve and grow your capital
  • Investment Policy Statement (IPS)
  • Customized investment analysis and review
  • Keeping you on track
  • Discretionary portfolio management services

Advisory services

  • Financial planning and modelling
  • Estate and retirement planning
  • Philanthropic advice
  • Family wealth counselling
  • Succession planning

Specialty financial services

  • Customized investment strategies
  • Hedging and monetization strategies
  • Structured guaranteed investments
  • Insurance† services

Small business consulting

  • Assisting entrepreneurs with their business development
  • Divestitures
  • Financing
  • Assistance with growth and development
  • Identifying your key concerns and finding solutions

Here is an outline of our diverse array of best-in-class investment products:

Equity investments

  • Equity and preferred share instruments from all major North American exchanges
  • Open and closed end Mutual Funds
  • Investment pools and structured products
  • Equity linked notes
  • Options

Canadian and US fixed income and money market instruments

  • Government Guaranteed Bonds
  • Canada and Ontario Savings Bonds (CSBs and OSBs)
  • Strip bonds
  • Commercial paper
  • Treasury bills and bankers’ acceptances
  • Corporate bonds
  • Mortgage backed securities
  • Guaranteed Investment Certificates (GICs)

Alternative investments

  • Hedge Funds
  • Income Trusts
  • Managed Futures
  • Real Estate Investment Trusts (REITs)
  • Principle Guaranteed Notes

Life insurance†products

  • Life insurance†
  • Disability and critical illness insurance
  • Segregated funds
  • Term certain and life annuities

Registered education savings plans (RESPs)

  • Family plans
  • Individual plans

Retirement products

  • Registered Retirement Savings Plans (RRSPs)
  • Registered Retirement Income Funds (RRIFs)
  • Life Income Funds (LIFs and LRIFs)
  • Individual Pension Plans (IPPs)
  • Retirement Compensation Agreements (RCAs)

Online access

  • Envoy – Live 24/7 Internet access to account information, market data, news and investment research
  • Electronic monthly statements

Research

  • Macquarie Private Wealth's award-winning research analysts

 

†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”).