Comprehensive investment and wealth management services
Disciplined, tax-conscious investment leadership for high net worth families
With the support of Richardson Wealth, Canada’s largest independent wealth management firm, the Mackie Wealth Group specializes in providing customer-centric, comprehensive wealth management plans. This includes customized portfolio management for private clients and institutional investors. Our primary goal is to provide investors with innovative opportunities while incorporating solid financial principles and highly disciplined long-term strategies. We construct diversified portfolios and offer a full range of financial planning services, which we customize to fit each client’s individual needs and investment goals.
The Mackie Wealth Group is based in Calgary. Many of our clients reside in Calgary, but also all over Alberta, and across the country from Victoria, to Saskatoon, Winnipeg and Toronto.
Our wealth management services include:
- Tax and Estate Planning: comprehensive analysis and processes to help preserve and enhance wealth
- Retirement Savings Strategies: grow wealth strategically and tax-efficiently with RRSPs, TFSAs, and other vehicles
- Alternatives: access to best of class hedge funds, market neutral funds and other alternative investment vehicles
- Private Equity: access to new issues and secondary markets in securities of privately held companies
The central pillar of our business model is trust: Without this fundamental value, we would have nothing to build upon. We understand that strong client relationships are built upon mutual trust. We do not take our role in this lightly and constantly ensure that trust is earned and fostered. We are dedicated to establishing good working relationships with our clients in order to understand their wealth management requirements so that we recommend investment products that are suitable for their risk tolerance and time horizon and we are committed to understanding the businesses and organizations we invest in.
As one of the leading wealth management teams in Calgary, the Mackie Wealth Group’s corporate social responsibility position is holistic; it must serve your goals and also be responsible to society as a whole. Being aware of your social responsibilities is the shortest path towards a successful long-term strategy, backed by mutual integrity and innovation.
If you are interested in learning more about our services and whether we are a fit, please fill out the contact form below: