Comprehensive investment and wealth management services
Unbiased, Disciplined, and Generational Investment Leadership
With the support of Richardson Wealth, Canada’s largest independent wealth management firm, Chatur Mackie Wealth Partners specializes in providing personalized, comprehensive wealth management services. Our primary goal is to offer our clients unbiased advice as we strive to source the highest quality investment opportunities for every client.
The team focuses on incorporating solid financial principles, highly disciplined long-term strategies, and exclusive opportunities in their investment process. We offer a full range of financial planning services, which we personalize to fit each client’s individual needs and investment goals.
Rahim Chatur and Jeffrey Mackie have worked together for over 17 years under the mentorship of Jamie Mackie, the founder of the Mackie Wealth Group. They strive to carry forward and continue to build the Mackie legacy. This perspective brings generational thinking to the partnership and a focus on building long-term client relationships. Our client base includes many high-net worth families in Alberta, across Canada, and around the world.
Our wealth management services include:
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Tax and Estate Planning: comprehensive analysis and processes to help preserve and enhance wealth across generations.
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Retirement Savings Strategies: grow wealth strategically and tax-efficiently with RRSPs, TFSAs, Trusts, and other structures.
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Alternatives: access to best-in-class hedge funds, market neutral funds, and other alternative investment vehicles.
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Private Equity: access to new issues and secondary markets in securities of privately held companies.
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Insurance Services: offering comprehensive risk-management solutions including whole life, tax structuring, buy-sell agreements, disability, and critical illness insurance.
The central pillar of our business model is trust: without this fundamental value, we would not have a foundation to be built upon. By utilizing a collaborative approach, it allows us to gain a detailed understanding of every client’s unique situation which enables us to help families and individuals achieve their goals. This role is not something we take lightly, and we consistently aim to ensure that trust is earned and kept. We are dedicated to establishing deep working relationships with our clients in order to understand their needs, risk tolerance, and long-term plans in order to recommend investment products that are suitable for their goals and time horizon.
As one of the leading wealth management teams in Canada, Chatur Mackie Wealth Partners takes an active role in the supporting the community where they work with financial and active support for many local and regional charities and non-profit organizations. Corporate social responsibility is also a key consideration of ours and we endeavour to align our client’s investments with their personal values. Maintaining our social responsibilities is integral to our successful long-term strategy. Simply put, we want to leave the world a better place for our children and the generations to follow.
If you are interested in learning more about our services and whether we are a fit, please fill out the contact form below: