Strategic giving | Bob Goldberger | Macquarie Private Wealth

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Bob Goldberger, MBA, CMA, CFP

Vice President, Investment Advisor

Home» Strategic giving

Strategic giving

What do you want your money to accomplish?

Creating your legacy

The process of creating your legacy can be a powerful life-affirming experience under the guidance of an experienced advisor. You would be surprised how rewarding it is to support a charity in a focused and strategic way. I can help you to identify what you want your money to accomplish and leave a legacy that pays tribute to the values and people that shaped your life.

Giving in context of sound wealth management

I provide customized asset allocation and effective tax minimization strategies, continually adjusted to accommodate your changing needs and the realities of today’s markets. I will help you maximize the impact of your charitable giving in context of a comprehensive wealth management strategy, along with the backing and benefits of a strong global firm.

Contact me to learn more

Victor Hugo said, “As the purse is emptied, the heart is filled.” Whether you are just starting to identify your charitable vision or seeking to give more strategically, I look forward to helping you and your money to achieve something significant together.

Bob Goldberger, MBA, CMA, CFP
T: 416 512 3663
TF: 1 800 591 0137
E: robert.goldberger@macquarie.com

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.