Services

A complete solution to grow and preserve your wealth

Investment allocation Your allocation fits your situation and goals and can involve one, two or three of the components.   Grow We help grow your wealth by working with you to determine an Investment allocation that’s consistent with your needs, goals and risk tolerance.  While all three components are available, your individual allocation may involve just one or two. This flexibility allows you to meet your goals — even as they change over time — while keeping continuity with an investment advisor who always acts in your best interest.

Wealth managment professional network You can choose to use as many or as few as your situation requires. Preserve To help preserve your wealth, we have hand-picked external wealth professionals that can help you in many areas. You can choose to use as many or as few as your situation requires.  Having us connected with your other wealth professionals ensures timely and seamless implementation of your overall wealth strategy.  Rest assured, our network is unbiased and free from conflict of interest as we do not receive referral fees.

 

How your investment allocation works

A. Managed portfolios

Our managed portfolios generally make up the majority of your allocation given their capital growth focus and capital preservation element. The securities we hold are our best mid- to long-term ideas depending on the risk profile of the specific portfolio.

Both of our investment portfolios have a capital preservation element. We have the ability (and incentive) to move the portfolios to hold up to 100% cash if we believe market conditions are deteriorating. The goal here is that your money is there when you need it, regardless of market conditions.

B. Customization

This part of your allocation is usually used to supplement the managed portfolios to meet a specific need you have. For example, you may need income or more exposure to a certain commodity or more investments directly US securities. Where required, we draw on the vast experience of the experts within Macquarie to identify the right tactics for you.

C. Macquarie products

This section of your investment allocation involves financings, initial public offerings (IPOs), private equity, Macquarie’s proprietary products or products from other firms that are not usually available to everyone. These products are generally designed to meet a very specialized need or goal.

Sample allocations

Investment allocations that meet your unique situation

Here are a few examples, out of the many, we can put together for your unique needs, goals and risk tolerance.
 

Our compensation is aligned with your goals

We minimize conflict of interest by aligning our compensation with your goals of capital growth and preservation. To achieve this, your account is charged a management fee on an annual basis instead of per transaction.

We also have an incentive structure in our managed portfolios that pays a bonus if we outperform but penalizes us if we do not meet our capital preservation mandate.

With this alignment, you can be assured we are always acting in your best interest.

To find out more about our fee structure, please contact us.

Employee Share Purchase Plans (ESPP)

An ESPP is exactly what the name implies; employees become owners through open market purchases of company shares.

These programs have the ability to strengthen your top and bottom lines through:

• Attraction and retention of top talent
• Improved employee engagement and alignment
• Better decision making and increased productivity

Our streamlined, customizable ESPP program provides ample flexibility to meet the needs of your organization

Implementation is straightforward and our ongoing customer service simplifies plan management.

In addition, as full-service investment advisors, we can also provide wealth management advice or other corporate services to complement the ESPP as required.

To see if an ESPP is right for your company call us today to set up an exploratory meeting.  We can find out more about your company and you can find out more about us and what we offer.

“The MacEachern-Smith Group has provided incredible service and value to our company and employees over the last four years. We could not have launched our plan without them.” — Derek Slemko VP Business Development, Aston Hill Financial

 

Research

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