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WORTH / ALLAYE-CHAN WEALTH MANAGEMENT GROUP*

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Institutions

Investment policies

How can we help your group?

Over the years we have helped many institutions put their objectives and risk requirements into a formal policy. This helps define the amount of risk the organization is prepared to take and the return expectations and boundaries for each asset class to be used. Boards and committees are then more easily able to represent and report to the members and stakeholders in a more professional manner and also meet their fiduciary responsibilities.

How can we help you?

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Institutional client services

*Worth / Allaye-Chan 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.