About Macquarie

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Harp Sandhu, BA Econ., CSA

Investment Advisor

Home» Our vision» Open and honest communication

Our vision

Open and honest communication

Working together is essential to effective wealth management. To this end, we both need to make your wealth management strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And, we will agree to take the time to regularly review your Investment Policy Statement (IPS). Having a written wealth management plan is just as important as the need for professional advice. We will both be honest and forthcoming about your financial situation, and will work to develop mutual trust, respect and understanding.

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.