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BRIAN SCHOFIELD, B.A.Sc, MBA, CFA

Portfolio Manager

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BRIAN SCHOFIELD, B.A.Sc, MBA, CFA — Portfolio Manager

Discretionary wealth management for affluent investors

As a Portfolio Manager, investment services entrepreneur and experienced wealth manager to Canada's high net worth clients, I have a comprehensive knowledge of investments, tax strategies and financial and estate planning. I focus on providing wealth management services with a strong commitment to boutique level client service and attentiveness. My clients live with financial confidence.

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.

Our vision

If you are seeking to preserve and grow your assets for retirement and your family's future, trust me to apply my acumen, discipline and experience to help you achieve your goals and enhance your wealth for generations.

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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.