Exclusive opportunities
Unique investments, products and privileges
As a client of Macquarie Private Wealth, you will enjoy access to diverse, innovative and exclusive opportunities:
Top-tier deal flow
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:
- nationally, locally and regionally — primarily in the resource sector, through deals brokered by our Investment Advisors and through Macquarie’s Public Venture Capital Group.
- globally — in all sectors, including technology, through Macquarie Capital Markets Canada Ltd.
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.
Public Venture Capital Group
Macquarie Capital Markets (Canada) Ltd.
Unique opportunities
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:
- Capital-protected equity solutions and investment lending;
- Investment management expertise in niche sectors and asset classes such as infrastructure, emerging markets, health care, global property securities, and global fixed income;
- Non-traditional investment management solutions including hedge funds, agriculture, co-investment opportunities in infrastructure and real assets, and other alternative investments.
Visit macquarieglobalinvestments.ca
Macquarie EquityPlus capital-protected investing
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:
- 100% financing
- 100% capital protection (at security level)
-
100% peace of mind
-
Risk management
- No capital losses
- No margin calls
- Walk away at maturity
-
Risk management
- 100% tax efficiency
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.
Mortgage benefits
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:
- a full spectrum of mortgages (1, 2, 3, 4 and 5-year fixed rate; 5-year adjustable rate; home equity lines of credit; purchase and renovate mortgages; and hybrid fixed-and-variable rate mortgages;
- competitive rates and regular rate promotions;
- free appraisals1;
- $400 cash towards legal fees on refinances2;
- flexible payment options;
- one-on-one service right through your application and funding process from our dedicated Mortgage Planners; and
- special mortgage rate discounts and privileges through The Macquarie Circle of Benefits.
Home financing privileges through The Macquarie Circle of Benefits
Through the Macquarie Circle of Benefits program, Macquarie Private Wealth clients enjoy exclusive benefits, including:
- Preferred mortgage rates — Macquarie Financial’s posted rates are already very competitive. As part of the Macquarie Circle of Benefits, you get a further discount on these rates
- Free appraisals — if an appraisal is required on your home, Macquarie Financial will cover the cost.1
- Legal fee reimbursement on refinances — receive $400 cash towards your legal fees.2
- Dedicated services — you will get premium service right through your application and funding process from Macquarie Financial’s team of Mortgage Planners.
Ask your Macquarie Private Wealth Investment Advisor for more information or contact:
John VanOosterhout
Vice President, Macquarie Financial Ltd.
T: 416 687 1051
E: john.vanoosterhout@macquarie.com
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.
Foreign exchange benefits
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.
Foreign exchange privileges
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:
- Simply contact your Investment Advisor to have Macquarie Private Wealth perform foreign exchange transactions for you directly; or
- Do it directly through CanadianForex’s International Money Transfer (IMT) service. CanadianForex will take care of your needs 24 hours a day, securely and with complete visibility. Track the progress of your transfer and monitor rates so you can select the best time of conversion.
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.
Visit internationalmoneytransfers.ca
The International Money Transfers (“IMT”) service is owned and provided by CanadianForex Limited [CN: 674939-9] (“CanadianForex”). Any reference on this page to “we”, “us”, or “our” is a reference to CanadianForex. CanadianForex is part of the global OzForex Group and is a wholly owned subsidiary of OzForex Pty Ltd (ACN: 092 375 703), an Australian company. OzForex is itself an investment of Macquarie Bank Limited [ABN 46 008 583 542] (“MBL”), a company incorporated in Australia and authorized under the Banking Act 1959 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 CanadianForex. Where any information is provided by CanadianForex, it is done so without considering the investment objectives, financial situation and particular needs of any person. Before acting on any general advice, you should consider its appropriateness to your circumstances. To the extent permitted by law, neither CanadianForex nor Macquarie Private Wealth Inc makes any warranty as to the accuracy or suitability of any information and accepts no responsibility for errors or misstatements, negligent or otherwise. Any quotes given are indicative only. The information may be based on assumptions or market conditions and may change without notice. No part of the information is to be construed as solicitation to make a financial investment. Please view the CanadianForex Privacy Policy and Money Laundering Statement at www.canadianforex.ca. Displayed rates are the interbank rate offered to CanadianForex, and are updated approximately every 1 minute. They are provided for illustration purposes only and should not be relied upon for any other purposes. Actual transaction rates through CanadianForex will differ from interbank rates. Transaction rates vary by volume and client. Example transaction rates may be found here.
Corporate solutions / services
Discover how Macquarie Private Wealth can cross-partner with other Macquarie businesses to introduce innovative financial solutions that satisfy your corporate needs:
Macquarie Equipment Financing (MEF)
Quick links
Related links
Links to other websites or references to products, services or publications other than those of Macquarie Private Wealth Inc. (MPW) on this website do not imply the endorsement or approval of such websites, products, services or publications by MPW. MPW makes no representations or warranties with respect to, and is not responsible or liable for, these websites, products, services or publications.
Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC. 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; nor 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.