About Macquarie

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RON ZWICKER, BA, B.Ed., Investment Advisor

VICKI COOK, B. Comm., CIM, CSWP, FCSI, Associate Investment Advisor

Home» Our services» Personalized portfolios

Our services

Personalized portfolios

We follow a disciplined and highly structured approach to creating and administering your portfolio. Your portfolio may be comprised of one, some or all of the following types of assets: equities, guaranteed products and specialty areas. The composition of your individual portfolio will be grounded in our disciplined approach, but customized to reflect your individual goals and objectives, current market conditions and availability.

Equities

We focus on an equity strategy that consists of a portfolio of established companies that are diversified across sectors that we expect to perform well over the coming months, have good earnings growth and ideally pay a dividend. Between the dividend and the potential increase to their target price, these holdings typically offer the opportunities to achieve gains. As these companies reach these prices, we will contact you to review the position. At that time, we will discuss potential future gains and make a decision to hold or replace it with another position that we believe will offer greater future potential.

The strength of a strategy like this is that we have chosen investments with clear goals in mind (target price) and there is an underlying structure behind our choices. This allows us to stay objective and make sound investment decisions.

Guaranteed products

A cornerstone of many of our portfolios is the inclusion of guaranteed products. The benefit of including guaranteed products in your portfolio is two-fold: first, it decreases our exposure to market volatility, and second, it generates income within the portfolio.

The quantity and type of guaranteed products recommended for your portfolio will be based on a number of criteria:

Your overall wealth management goals and objectives
The specific need for annual income generated from your portfolio
The quality or rating of the guaranteed product offered
The tax-efficiency of the product or income earned from the product
Other factors including, but not limited to, maturity dates and potential for gains.

Special products

In today's changing marketplace, there are always new investment products coming available. If these products are suitable for you, we contact you to discuss the proper placement within your portfolio. These products can be linked to specific indexes or products, focused on a specific sector, or offer advantages from an income or tax perspective.

The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.

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.