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Our Services
Complete Wealth Plan

Services of The Griffin Group*

Our team’s comprehensive wealth transformation includes:

  • Expert, complete financial and retirement planning and management advice
  • Access to the very best professional money management through The Macquarie Integrated Managed Account (IMA)
  • Tax minimization
  • Comprehensive insurance services — life, critical illness, disability, long-term care
  • Personal, corporate, and commercial account services
  • Estate and succession planning advice
  • Charitable giving and personal legacy planning advice

 

 

 

 

 

Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.

The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.

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*The Griffin Group is part of Macquarie Private Wealth Inc.

© 2010 Macquarie Private Wealth Inc. All rights reserved.

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.