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PRESTON SMITH

Investment Advisor

Home» Our services» Planning

Our services

Planning

Through comprehensive interviews, we determine your objectives, wealth structure, time horizon, risk tolerance, and preferences. Learning about your previous investment experiences and preferences will help me understand your needs, comfort levels and industry biases. Wise investment planning can only be accomplished in context of a full understanding of a person’s life or business.

As well, we take stock of your present and future income requirements. I will ask how much liquidity will you need, when will you need it, and the tax burden you will be carrying over the next few years. We will discuss income splitting, trust or corporate objectives, inflationary trends, and any major capital purchases or dispositions you are planning to make.

We will review your retirement lifestyle expectations, and perform estate planning steps that include identifying your heirs and financial liabilities.

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.