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Juan Carlos Herrmann, Investment Advisor

Evan W. Cockshutt, B. Comm., Investment Advisor

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Juan Carlos Herrmann and Evan W. Cockshutt, Investment Advisors

Experienced wealth management and venture financing

Working with a wide range of clients that includes young professionals, business owners, entrepreneurs and executives, we provide wealth management services, financial planning, fairly priced transactional services and venture capital financing for junior start-up companies.

We perform our own analysis of each company’s fundamentals and create technical charts covering the markets and sectors, while also leveraging the global research that flows to us from Macquarie’s award-winning analysts.

Macquarie Private Wealth

To learn more about Macquarie Private Wealth, click here.

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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.