As a client of Macquarie Private Wealth, you will enjoy access to diverse, innovative and exclusive opportunities:
One of the most exciting aspects of investing in Canada is the growth potential of our booming technology, biotech, mining, and oil and gas sectors. Macquarie Private Wealth offers our risk-tolerant, venture-minded clients access to top-tier deal flow that comes to our attention on two levels:
Many of our Investment Advisors specialize in sourcing and structuring deals on a local level (under $2M) through their contacts, particularly in Canada’s highly active oil and gas, technology, biotech and mining industries. Find one in your area.
For more information on our services, select an item below.
Macquarie Private Wealth’s Public Venture Capital Group has a deep understanding of the industry and the strong professional ties required to succeed in this market. We are well practiced in taking ventures public and would be pleased to partner with you in helping your junior company get listed through an IPO, Capital Pool Company (CPC), reverse takeover (RTO) or direct listing, and brokered financings (private placements, prospectus financings).
We are experts in junior financings and act as your due-diligence team, the processors of the transaction and your compliance and legal advisors, providing you with the highest standards of service and protection.
We also take on sponsorship and advisory roles: when applying for a listing on the TSX or TSX Venture Exchange, your junior company needs a registered securities dealer to attest that all requirements for listing have been met. In addition, when a junior company is targeted for a qualifying transaction or an RTO, a fairness opinion must often be provided in order for the transaction to proceed. These opinions are a serious matter and require a significant investment of time and expertise. That is where the Macquarie Private Wealth PVC Group comes in.
With Macquarie as the investment dealer of choice, the PVC Group can help you (and, if you are a Macquarie Private Wealth client, your Macquarie Private Wealth Investment Advisor) assemble the rest of the team required to take your client public, including:
Contact us to discuss your venture and how we can help you launch it.
Toronto and Group contact
Head of Syndication and PVC
416 572 5470
604 640 0342
Macquarie Capital Markets (Canada) Ltd. (MacCap) brings together Macquarie’s advisory, capital markets and institutional securities activities in Canada.
This team specializes in a range of corporate advisory and capital markets services, including:
Macquarie's Canadian equities team provides clients with specialist equities research, sales and trading services across key TSX and TSX-Venture sectors. MacCap also works closely with Macquarie’s senior management to develop new business and provide high-level strategic advice to Macquarie’s key clients. They foster new partnerships and strengthen existing ones and have helped Macquarie to step up to a new phase of growth here in Canada and in the region more broadly.
Macquarie has particular institutional contacts and knowledge in the infrastructure, oil and gas, power and utilities, industrial and manufacturing, real estate, and mining industries.
President and CEO
Macquarie Capital Markets Canada Ltd.
Stanley H. Hartt, OC, QC
Macquarie Capital Markets and Macquarie Private Wealth
In Canada, Macquarie Global Investments creates unique investment solutions specifically tailored to the Canadian market and partners with leading Canadian institutions to deliver these customized products through closed-end funds, mutual funds, private funds, structured products and sub-advisory agreements. Ask about our:
Macquarie EquityPlus is a simple and transparent financing program unlike any other in Canada. It enables investors to build a portfolio of leading TSX-listed securities without the risk of capital loss. Macquarie Securities Financing Ltd. (MSFL Canada) finances the investment and investors get all the benefits of stock ownership (capital gains and dividends) while protecting themselves from the downside (MSFL forgives losses).
Macquarie EquityPlus (MEP) offers:
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.
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.
The Financing provider for Macquarie EquityPlus is MSFL. In deciding whether to participate in the Program, you should obtain the current version of the Information Folder and related contracts, and consider its contents carefully. The Information Folder and the contracts are available at macquarieglobalinvestments.ca.
Whether you are buying your first or second home, purchasing for vacation or investment purposes or renovating for your growing family, Macquarie Financial has flexible financing solutions. As one of Canada’s most trusted mortgage lenders, we offer:
Through the Macquarie Circle of Benefits program, Macquarie Private Wealth clients enjoy exclusive benefits, including:
Ask your Macquarie Private Wealth Investment Advisor for more information or contact:
Vice President, Macquarie Financial Ltd.
T: 416 687 1051
1. Appraisal fees will be covered only upon mortgage funding.
2. Available on refinances only, not available on purchases.
Macquarie Financial Ltd. (MFL) is an affiliate of Macquarie Private Wealth Inc. (MPW). MPW does not offer or approve any mortgages. Any referrals from MPW to MFL are mere referrals, do not involve MPW providing any mortgage advice or services and are conducted on an arm’s length basis between the two entities. MFL reserves the right to change its rates and products at any time. Only qualifying mortgages will be approved. Conditions may apply.
Whether you are emigrating, buying a holiday home or purchasing goods from overseas, Macquarie’s International Money Transfer (IMT) service offers a safe and secure way to transfer funds online from one country to another. At all times, you have control and visibility—you can track the progress of your transfer and monitor rates, allowing you to select the time of conversion.
Macquarie clients enjoy exclusive rate discounts on foreign currency transfers through the Macquarie Circle of Benefits.
Macquarie Private Wealth has teamed up with CanadianForex to help you transfer money overseas easily, safely and efficiently. You can choose the currency transfer option that suits you best:
No matter which option you choose, you can be sure you’ll receive exclusive rates and premium service as part of the Macquarie Circle of Benefits.
Discover how Macquarie Private Wealth can cross-partner with other Macquarie businesses to introduce innovative financial solutions that satisfy your corporate needs:
Business critical equipment resources
We are the equipment financing and leasing arm of Macquarie’s Corporate and Asset Finance Group (CAF). As the largest independent information technology leasing company in North America, we primarily work with large and medium cap companies, government, and education and health institutions.
We can assist you to acquire, manage, finance, and refresh a range of business critical equipment. Because we operate independently and have no specified equipment mandate, our lease financing and asset management solutions simplify equipment acquisition and IT infrastructure management. Macquarie Technology Services (MTS) is a leading global provider of complete IT services from procurement and pre-delivery through installation and management to end-of-life. Leading manufacturers, distributors, and dealers leverage Macquarie as a strategic partner to drive profitability and enhance their competitive edge.
The benefits we offer include: