Investment solutions | Stan Wong | Macquarie Private Wealth

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Stan Wong

Vice President & Portfolio Manager

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Investment solutions

As a Portfolio Manager at Macquarie Private Wealth, I am qualified to advise on a discretionary basis, creating and managing a portfolio tailored to your specific growth needs and risk tolerance.

Our clients’ investment plans are tailored around clearly defined portfolio models that consist of bonds, value, income and growth oriented equities. Common to all portfolios is our commitment to managing your wealth in a conservative — yet dynamic — manner.

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In addition to our strategic asset management portfolios, we offer sophisticated insurance-based^† and tax efficient solutions. This is all part of our total solutions approach designed to help you meet your financial goals for retirement and beyond.

^†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.

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.