RON ZWICKER, BA, B.Ed., Investment Advisor
VICKI COOK, B. Comm., CIM, CSWP, FCSI, Associate Investment Advisor
Wealth management solutions
Our team is fully licensed and knowledgeable in a number of different areas, but our main focus is on three priorities:
Personalized portfolios
We have 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.
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Managed portfolios
The Macquarie Integrated Managed Account (IMA) is available to investors with a minimum of $100,000 who wish to have their investments professionally managed by some of the world's top money managers in a discretionary manner.
Specialty solutions
In addition to individual investments, there are a number of services and products that we can offer to our clients based on their individual situations.
- Tax planning — limited partnerships, flow-through shares, labour sponsored funds
- Estate planning
- Insurance products† — including annuities, segregated funds, life, critical illness and disability insurance
- Individual pension plans
- Group RRSP Plans
Other services
In addition to performing comprehensive financial planning services to secure your future, we can provide leadership and services regarding:
Investments
- Registered Retirement Savings Plans (RRSPs)
- Registered Retirement Income Funds (RRIFs)
- Registered Education Savings Plans (RESPs)
- Tax-Free Savings Accounts (TFSAs)
- Stocks
- Bonds
- Guaranteed Income Certificates (GICs)
- Mutual Funds
- Flow-Through Shares
- Specialty products
Insurance†
- Income Plus and Segregated Funds
- Estate Planning Services
- Life Insurance†
- Disability & Critical Illness†
- Annuities†
†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”).
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.
Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.