Our vision | The Zakka Team | Macquarie Private Wealth

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The Zakka Team*

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Our vision

Wealth management tailored to the affluent investor

My team and I provide conservative wealth management to a select group of affluent families and business owners. We keep our client base small to deliver a high degree of service excellence and personal attention. Good synergy between advisor and client is important, so I seek to partner with like-minded clients.

My team approaches the model of the family office in terms of providing comprehensive services tailored to the high net worth investor. My financial solutions are always customized to suit your own personal risk tolerance, time horizon, wealth structure, and personal goals.

*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.