I deliver customized, comprehensive investment guidance, investment portfolio review and planning, detailed reporting and ongoing investment monitoring. My professional advice is combined with transactions and clearing in multiple currencies for equities, fixed income investments, and mutual funds on major stock markets around the world.
After conducting a thorough discovery session through which I learn about you and your circumstances in depth, I create an Investment Policy Statement (IPS), a written document that clearly outlines your financial situation, goals and risk tolerance. This due diligence creates a roadmap that keeps us on track.
I select investments with the aid of sophisticated portfolio construction software based on modern portfolio theory. I also capitalize on the advantages of using professional portfolio managers to maximize the success and cost-effectiveness of your investments. When investing in mutual funds, I select F-class funds, which are fee adjusted so their management expense ratios (MERS) are lower—this ensures you don’t end up paying more than you should.
For my high net worth investors, The Macquarie Integrated Managed Account (IMA) platform provides flexible and unlimited access to the world’s finest money managers. IMA also provides valuable research findings and has no pre-packaged formats we must follow. IMA enables us to create a truly individualized portfolio for you without bias. Fees are completely negotiable and tax deductible.
My wealth strategies include considerations for estate, tax minimization and family succession planning. Financial planning and insurance solutions are areas of specialization for me.
Whether you're just beginning to plan your nest egg or seeking a steady income stream in retirement, I will work with you to create the right plan. I can advise you regarding all registered retirement accounts, including:
Insurance† can help protect your family from the unexpected and maximize your estate for the enjoyment of your heirs. I employ a unique approach to overall wealth management that incorporates your investment plan with wealth preservation and succession planning strategies to ensure that your investment objectives are met and that your estate pays the least possible amount of tax. I can advise you regarding:
The ongoing success of your business is critical to your ability to achieve your personal wealth and business objectives. I can provide assistance with:
†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”).
The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.
Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.