Steven Conville - Macquarie Private Wealth Inc.

macquarie.com

STEVEN CONVILLE
Vice President, Portfolio Manager, Investment Advisor

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A DISCIPLINED APPROACH TO PRESERVING AND CREATING YOUR FINANCIAL WEALTH

I build well diversified portfolios and help clients to minimize the role of emotion in investing. I also help them to understand their assets and the economic and global factors that influence them. As a well-educated person who has held senior management positions at investment firms, I have the experience, knowledge and insight to provide confident financial leadership. I value my clients highly and provide service excellence that results in long standing, successful relationships.

OUR VISION

Believing the best way to make money is not to lose it, I provide tangible solutions to the problems faced by entrepreneurs and affluent professionals through changing market cycles and life situations. I have developed long lasting relationships with my wealthy clientele through successful long-term portfolio strategies.

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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.