About Macquarie

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The Zakka Team*

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Our services

Great relationships

Understanding our clients' goals and objectives is essential, and we devote a great deal of time to accomplishing this. We use state-of-the-art computer systems to keep details in very good order and ensure client needs and wants are always addressed.

We consider it our responsibility to remain in touch, and have established a blueprint for service as a starting point. Our basic service pattern is to meet with you at least twice a year for 30-45 minutes to review your portfolio, and to call you personally every quarter to touch base. As well, you will be invited to seminars periodically throughout the year. We modify this to accommodate each client's specific requirements. For example, if you winter in Florida, wish to meet every 30-60 days, or only have time to meet during certain months of the year, we will adjust our practices to suit your availability.

We keep our clientele small and select to provide a high degree of personal attention; however, if you should ever call our office and fail to reach someone, we commit to responding promptly.

*The Zakka Team is part 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.