Our team | Richard Savage | Macquarie Private Wealth

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RICHARD SAVAGE

Vice President, Investment Advisor

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Our team

Drawing upon discipline, experience and energy, my associates and I help investors grow and transfer their wealth. Our mission is to clarify your goals and expectations and construct optimized portfolios that meet your changing needs over time.

We are dedicated to providing customized solutions to suit your unique needs, staying educated on economic and demographic trends, and performing above-and-beyond due diligence.

Richard Savage
Lyle McLennan
Macquarie Private Wealth

Richard Savage

Senior Vice President, Investment Advisor

Richard Savage I joined the predecessor firm to Macquarie Private Wealth as an Investment Advisor in 1988. I am a member of the HS Dent Financial Advisors Network*, a panel of financial advisors who study research and methodology with the purpose of understanding how demographics affect the economy and the population. I have a monthly teleconference and attend two educational conferences each year to receive exclusive training from Dent’s research team. This allows me to assist my clients in reaching informed decisions about their financial future. I am deeply committed to continuous improvement to enhance my effectiveness as a investment advisor.

I graduated from Flagler College, Florida with a Bachelor of Business Administration. I am involved in the community as a Board member on Artists for Kids, an organization established by some of Canada’s finest artists and the North Vancouver School Board to provide art education to students. Previous community involvement includes both the sponsorship of the Vancouver Whitecaps Soccer Team and a bicycle giveaway for needy children done in conjunction with the Whitecaps.

*HS Dent and the HS Dent Financial Advisors Network are not in any way affiliated with Macquarie Private Wealth Inc.

Lyle McLennan

Investment Advisor

I have been an Investment Advisor for 14 years, working with clients to help build their investment portfolios, execute trades, and understand the nuances of the market. I also follow the science of demographics to determine how it will affect our clients’ investments. I graduated from Concordia University in Montreal with a B.A. in Economics and joined the predecessor firm to Macquarie Private Wealth in 1996. I am involved in the community with the Variety Club and the Muscular Dystrophy Association assisting with special events and fundraising.

MPW

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.