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Wilma Larratt-Smith, CIM, BA (PoliSci/Econ)

Investment Advisor, Portfolio Manager

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Wilma Larratt-Smith, CIM, BA (PoliSci/Econ)
Investment Advisor, Portfolio Manager

I advise a wide range of discerning investors across Canada and the globe, performing wealth management services that go well above and beyond those normally provided by an advisor. I am proud to say my approach is so personal that most of my clients treat me as they would a family member.

Whether you’re seeking investment guidance to achieve steady income with a minimum of risk and taxes, the growth potential of new issues, or financial planning for long-term preparedness, I will provide a level of care and attention you have not yet experienced.

Analytical, conservative investing

As a Portfolio Manager, my focus is on controlling asset allocation and building customized, defensive portfolios that favour companies with rising dividends to bring my clients growth and reassurance. Learn more

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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.