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Nicholas Shinder, BComm, Senior Investment Advisor

Thierry Tremblay, MBA, Senior Investment Advisor

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Nicholas Shinder, BComm, Senior Investment Advisor
Thierry Tremblay, MBA, Senior Investment Advisor

Comprehensive wealth management

We specialize in helping mid-size business owners, medical professionals, entrepreneurs and high income earners to mitigate tax and build personalized portfolios. Tax-advantaged investing is our main focus and an area where we feel we can bring significant value to our clients.

We also help investors to manage their cash flow and make advantageous foreign exchange transactions and astute, informed investment decisions.

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.

Research reports

View samples:

The Rundown (weekly)
Market Monitor (monthly)

Macquarie Private Wealth

To learn more about Macquarie Private Wealth, click here.

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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.