We take a holistic approach, combining comprehensive financial planning and wealth management advisory services with capital markets experience to create flexible, tailor-made client strategies for long-term success.
At Macquarie Private Wealth, we have the backing of a large, reputable, global financial firm that has been recognized for award-winning research.
This research gives us the foresight to identify global trends and strategies that provide our clients with more diverse opportunities and allow us to truly tailor our financial plan to each individual. In today’s volatile markets, this ability is crucial as it allows us to diversify client assets across a broad range of products that better protect and grow our client’s wealth.
Our team provides clients with a combination of more than 20 years’ experience in innovative financial planning, wealth management and capital markets.
David Lush, CFP
Investment Advisor and Vice President, Business Development Western Canada
David has been in the financial industry for over 23 years and has built a solid reputation as a financial planner and wealth manager. With extensive financial planning experience and customer focus, he has provided creative, customized solutions for his clients while building strong relationships.
Scott Dittmer, B.Comm.
Investment Services Associate
Although new to the securities business, Scott brings over three years experience from a large Calgary-based oil and gas producer. In addition Scott has been following and personally trading the stock market for the past 10 years and has been overseeing his family's trading accounts for the past 5 years. Scott is currently working towards his licensing and will become an Associate upon completion this year.
David Lush, CFP
Investment Advisor and
Vice President,
Business Development
Western Canada
T: 403 260 3847
david.lush@macquarie.com
Scott Dittmer, B.Comm.
Investment Services Associate
T: 403 260 3862
C: 403 975 5583
scott.dittmer
@macquarie.com
Macquarie Private Wealth
440 – 2nd Avenue SW
Suite 2200
Calgary, AB T2P 5E9
TF: 1 800 661 1596
F: 403 269 7870