Our services

Personal and corporate wealth management 

We offer financial leadership in both the personal and corporate arenas. Our responsibilities range from managing RRSP portfolios to cash accounts and both holding and operating company accounts. Having owned and operated my own business for many years, I am well versed with the challenges that business owners face in dealing with banks, employees, growth, and working capital.

Through Macquarie Capital Markets Canada Ltd., we can assist you with Initial Public Offerings (IPOs), secondary offerings, investment banking, plus mergers and acquisitions. We are fortunate to have access to the resources of our parent company the global Macquarie Group, which holds over $208 billion in assets under management.