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Nancy Griffin
Christa Bark
Peter G. Fortune
Macquarie Private Wealth
Nancy Griffin, CFP, EPC Senior Investment Advisor
 

 

Nancy Griffin is a Senior Investment Advisor and principal of The Griffin Group* at Macquarie Private Wealth. She began her career in the investment industry in 1992 as an Investment Advisor and joined the firm as a Senior Investment Advisor in 2004. Nancy joined the predecessor firm to Macquarie Private Wealth so she could offer her clients a high-level boutique service; its truly open-architecture platform which enables her to select complete wealth enhancing solutions for her clients; and, to enjoy entrepreneurial independence within a sound corporate wealth management framework.

Nancy's clients vary from individuals, business owners, and executives of leading Canadian firms with a special emphasis on women and their personal wealth. Nancy understands the unique needs of such clients thanks to her own experience as a current business owner, as well as her background in management at Procter & Gamble Inc., where she was one of the first female managers for P&G in Canada. Nancy works closely with her clients, and their families, to help them realize their business, personal wealth, and legacy goals.

Nancy is a strong advocate for two significant areas: the unique aspects of women's personal wealth at all stages, as well as giving back significantly to our personal passions and communities. Nancy has created and registered two special programs to reinforce these two areas of focus: Women, Worth and Wellness ® and Passionate Legacy ®. Through these programs, Nancy helps her clients live to their full potential — especially in retirement, and to realize their lifetime and legacy goals.

Nancy ran for nomination for federal public office — an experience which has ever since engaged her with giving back in Toronto and surrounding communities. She serves on the Planned Giving Committee of the Princess Margaret Hospital Foundation and as an advisor to the Board of Women Presidents Organization, which is based in New York and has chapters in major cities across Canada. Nancy is a member of Verity, Ladies Golf Club of Toronto, Economic Club of Toronto, Canadian Club of Toronto, and The Toronto Board of Trade. Nancy is the proud recipient of the prestigious "Canada 125 Award" which was awarded to her in 1992, in St. Paul's riding in Toronto. This award was given to celebrate Canada's 125th birthday, and to honour outstanding volunteer leadership in each federal riding community across Canada .

 
® Women, Worth & Wellness and Passionate Legacy are both registered trademarks of Nancy Griffin.

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

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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.