Our vision | The Rogers Young Investment Group

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The RogersYoung Investment Group*

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Our vision

Mission statement

The RogersYoung Investment Group* focuses on long-term relationships built on mutual trust and integrity. We engage in best practices to deliver sound, objective advice and lasting value, including the use of alternative investment strategies to help our clients protect and grow their capital in all market conditions.

Our approach: open and honest communication

To help our clients succeed, we first meet for an open, honest discussion about their current and future financial needs. Knowing that every client is unique, we invest the time necessary to truly understand their financial needs and risk tolerance before we propose a plan of action. Once completed, the plan is reviewed during a subsequent meeting to ensure there is a mutual understanding of the plan and the portfolio’s intended direction.

*The RogersYoung Investment 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.