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John T. Kotrly, MBA (Finance)

Vice President, Investment Advisor

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John T. Kotrly, MBA (Finance), VP, Investment Advisor

A focus on income-generating portfolios

I have 37 years of experience in the financial services industry. My clients include affluent, mature, sophisticated investors who depend on me to construct portfolios that generate a steady stream of income. My retired clients want to achieve high yields just as much as anyone. I also work with younger investors who value my full-service approach and many decades of experience plus the advantages of working with a strong global firm.

I have witnessed, and participated in, the evolution and growth of this company from a four-person start-up branch in Vancouver in January, 1980 to the major branch of a highly respected multinational firm that it is today. Throughout this journey, I have accumulated a wealth of skills and experience that I use to benefit my clients and co-workers alike.

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.