Proud to be part of Macquarie Private Wealth

We are proud to be part of Macquarie Private Wealth, a strong new global presence that is redefining what Canadians can expect from a personal investment firm.

As Macquarie Private Wealth, we provide our investors with tailored financial solutions, award-winning global research, recognized financial strength, and a global perspective — in short, a world of opportunities to build your personal wealth.

Macquarie Private Wealth is part of the Macquarie Banking and Financial Services Group, the primary relationship manager for Macquarie’s retail client base, which provides services to more than 850,000 clients and has over $108 billion of clients’ assets under advice, administration or management.

The firm’s unique structure and management style enable us to exercise significant operating freedom balanced by limits on risk and observance of professional standards.

We share the goals and values of the Macquarie Group, which include integrity, client commitment and boutique service, strive for profitability, fulfilment for our people, teamwork, and highest standards.

With the client focus of an independent investment boutique along with the backing and benefits of one of the world’s largest and most diverse financial companies, Macquarie Private Wealth has an enviable position and strength in the industry.

We belong to the Investment Industry Regulatory Organization of Canada (IIROC) and, as a client of an IIROC firm, your investments are insured by the Canadian Investor Protection Fund (CIPF).

The Macquarie Group

We are part of the Macquarie Group (Macquarie), a global provider of banking, financial, advisory, investment and funds management services.

Macquarie’s main business focus is making returns by providing a diversified range of services to clients. Macquarie acts on behalf of institutional, corporate and retail clients and counterparties around the world.

Macquarie Group Limited is listed in Australia (ASX:MQG; ADR:MQBKY) and is regulated by APRA, the Australian banking regulator, as the owner of Macquarie Bank Limited, an authorized deposit taker. Macquarie also owns a bank in the UK, Macquarie Bank International Limited, which is regulated by the FSA. Macquarie's activities are also subject to scrutiny by other regulatory agencies around the world.

Macquarie’s approach to risk management is long-standing. Strong risk management practices are embedded in business unit management with central oversight of credit, market, funding, compliance and operational risk. These, together with committed, quality staff, are key drivers of Macquarie’s success.

Founded in 1969, Macquarie operates in more than 70 office locations in 28 countries. Macquarie employed more than 12,700 people and has assets under management of $208 billion. Since 1992, the firm has recorded successive years of profits and growth.

 
All dollar amounts are expressed in Canadian dollars at September 30, 2009.