About Macquarie

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WORTH / ALLAYE-CHAN WEALTH MANAGEMENT GROUP*

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Solutions

Services

We offer a very comprehensive set of services to our clients and apart from the fee for actually managing your portfolio(s) there is no charge for the added value. In fact, it costs nothing to visit with us and discuss your needs and determine what might be a suitable investment policy and portfolio design for your needs. Apart from the portfolio process we offer added value through:

Electronic transfers to and from your bank account where needed
Regular transfers from your bank account when requested
Quarterly or Semi annual performance reporting
Quarterly market and economic reviews and newsletters
Assisting your accountant with preparing investment income reports
Referral to an experienced accountant if required
Referral to a tax or estate lawyer for the structuring of trusts, wills and estates if requested
Referral to our insurance experts if needed

*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.