About Macquarie

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Austria	Ireland	Sweden
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RON ZWICKER, BA, B.Ed., Investment Advisor

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

Home» Our services» Stages of analysis

Our services

Stages of analysis

Inventory current financial position

(Ongoing)

Assets
Liabilities
Income sources, etc.
Tax circumstances

Set goals and objectives

Determine risk tolerance (financial and psychological)
Current and future income and capital needs
Review estate planning issues and alternatives

Develop investment strategy

Determine necessary return parameters (targets)
Achieve objectives with least amount of risk: portfolio efficiency
Asset allocation modeling (“Asset allocation is 92% of return”: Ibbotson)

Implementation of investment strategy

(Open account and transfer investments)

Diversify adequately within major asset classes
- Equities — market segment, gain potential and dividends
- Fixed Income — laddered maturity schedule and specialty products to obtain adequate income

Evaluate performance

(Ongoing)

Ensure our strategy is achieving the stated objectives
Ensure the individual wealth management strategies we employ on your behalf are meeting your goals and objectives
Measure and evaluate portfolio performance versus indexes and peer group

Review and adjust investment strategy

(Ongoing)

Review stated objectives
Evaluate market conditions
Make adjustments to portfolio/strategy if warranted to reflect changes in the market environment or client circumstance

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.