Jamie brings over 40 years of experience in Investment Banking and the Oil and Gas industry. Despite an unassuming presence he is a keen competitor while still maintaining unparalleled transparency with clients and gives them a high-level of trust and peace of mind.  

Jamie’s first half of his career was in the Oil and Gas Industry beginning at Sun Oil company (Suncor), Hudson Bay Oil, Gas/Dome Petroleum and Canadian Hunter on both the commercial and technical sides of the business.

He transitioned to the Investment Industry when he partnered with Brett Wilson to form Wilson Mackie and Company. This merger and acquisition advisory boutique became the Corporate Finance department of FirstEnergy Capital Corp at its founding. There he served as a Partner and Managing Director of Corporate Finance. 

When Jamie left FirstEnergy he began a new career as a Retail Investment Advisor at First Marathon Securities. Soon after its purchase by the National Bank he left to form a new full-service Investment boutique called J.F Mackie and Company. This firm merged with Research Capital in 2009 to form Mackie Research Capital. In 2011 he and his team, The Mackie Wealth Group moved to Macquarie Private Wealth. Macquarie was acquired by Richardson Wealth (formerly Richardson GMP) in 2013. 

His B.Sc. degree from the University of Calgary and Master’s Degree from Yale University have helped him in his career to see the “big picture”, be in constant learning mode and adapt quickly to the changing world of investing. 

Jamie is passionate about the outdoors and loves to hike, climb, camp, cross-country and back country skiing as well as fish.

Jamie Mackie was featured in St. Mary’s University’s 2020 report to the community for his philanthropic gifting and ongoing involvement with the university.

Click here to see the article in Coming Together, St. Mary’s University’s 2020 Report to Community.

Tricia has over 20 years of experience working for our valued clients to achieve their investment goals. Her diverse education and experience brings a unique and valuable perspective to her relationships. Prior to obtaining the Chartered Financial Analyst (CFA) designation, Tricia completed an MA in Philosophy from Dalhousie University and undergraduate degrees With Distinction in English and Philosophy from the University of Calgary. To improve her volunteer skills, she also completed the Institute for Corporate Directors Not-for-Profit Director’s course.

Tricia is passionate about building local community. She has volunteered continuously throughout her professional career, with a focus on supporting the arts. She currently serves as Vice-Chair of the Board of Theatre Calgary and is Past Chair of the Theatre Calgary Endowment. She is a member of the Dean’s Advisory Group for the Faculty of Arts at the University of Calgary, and a board member of the Werklund Family Foundation. Previously, Tricia volunteered on the boards of the Calgary CFA Society, Calgary Allied Arts Foundation, and Calgary Cinematheque. She was also committee member for the Calgary CFA Women in Investment Management conference.

Tricia spends her weekends in the mountains, either cross country skiing or hiking. She also enjoys spending time with friends and family attending theatre, art, and film in the city.

To read Tricia Leadbeater’s Market updates, please click here.

Tricia Leadbeater was named as a Woman of Influence in Wealth Professional.
Click here to see the interview on women in the finance industry.

Rahim Chatur brings over 17 years of experience to the Mackie Wealth Group's private clients by providing customized portfolio and advisory services. As a Portfolio Manager, Rahim embodies a comprehensive analytical ability to look beyond the numbers, providing tailored solutions that strive to achieve client objectives. He values strong relationships and has a track record of recognizing favorable investments when interpreting research and financials. Rahim delivers a holistic client-focused approach to managing the wealth of his clients while providing solutions on how to successfully execute them to help clients achieve their current and long-term goals.

Previously Rahim headed up one of Canada’s premier private equity trading desks. Our global client base sees substantial value added to their private equity holdings through his specialized coverage which offers added insight, enhanced liquidity and deal flow.

After earning his Bachelor of Commerce (BComm) degree in Finance from the Haskayne School of Business at the University of Calgary, Rahim worked with TD as a New Issue Specialist and GE Capital as a Commercial Finance Associate. He then joined J.F. Mackie & Company in 2004 to work with Jamie Mackie. The Mackie Wealth Group moved to Macquarie Private Wealth in 2011 which was subsequently acquired by Richardson Wealth (formerly Richardson GMP) in 2013. Rahim holds the Chartered Financial Analyst (CFA) and Derivatives Markets Specialist (DMS) designations. 

Rahim served on the Macquarie Advisory Circle committee and is a supporter of local charities. In his personal time, Rahim spends time with his active family and enjoys the outdoors.

Jeffrey has worked with the members of the Mackie Wealth Group since 2007 and is currently in the role of Director and Portfolio Manager. Jeffrey strives to gain a thorough understanding of his client’s aspirations and enjoys helping them develop comprehensive and innovative solutions, allowing them to feel confident about their financial future.  Jeffrey recently wrote a book titled ‘Guidebook to Setting up a Family Trust’ to help clients understand how family trusts work and fit into their financial plans.   As a father of three active children, Jeffrey is passionate about helping families on their financial path through all stages of life.  

With a keen interest in how disruptive trends in technology are shaping the world of business, Jeffrey shares his thoughts on everything from self-driving cars, to sous-vide cooking in his blog called ‘Jeffrey’s Notebook’. 

Jeffrey was born and raised in Calgary, Alberta.  After graduating with honors in Mechanical Engineering at Queen’s University, Jeffrey completed a master’s degree in engineering at the University of Toronto, specializing in Integrated Manufacturing.  Jeffrey worked at Suncor as an engineer and project manager before shifting his career to wealth management. 

Jeffrey is an avid cyclist and competes in amateur races, gran fondos and charity rides. When he isn’t working or on his bike, Jeffrey is busy getting his kids active in the outdoors.

Trevor was born and raised in Calgary and studied at the University of Alberta where he received a Bachelor of Arts degree with a major in Psychology in 2016, as well as a Bachelor of Commerce Degree with a major in Finance in 2018. During his time at the University of Alberta, Trevor was a member of the Varsity Football team. Prior to joining the Mackie Wealth Group in 2019, Trevor worked as a mortgage underwriter at a major bank in Edmonton.

On the Mackie Wealth Group, Trevor is responsible for running trading operations, research, and assisting with portfolio rebalancing. Trevor has completed the first level of the CFA program, and is currently pursuing the second level. He enjoys being closer to his family, as well as having the opportunity to work on the wealth management side of the business.

In his spare time, Trevor enjoys staying active, especially outdoors, and playing guitar.

Athina joined the Mackie Wealth Group as an associate in 2019 after graduating from the University of Calgary with a Bachelor of Commerce, majoring in Finance. As an analyst in a student investment fund, she became particularly passionate about capital markets. Throughout her degree, Athina has also gained valuable experience in the oil & gas industry.

In her capacity as a licensed investment representative, Athina assists the team with trading operations and investment research, among administrative support for clients.  

When she is not studying for the first level of the CFA program, Athina enjoys staying active, spending time with family, and trying new things. 
 

Cindy Parmelee started in the investment industry as a receptionist at Odlum Brown in Kelowna in 1983. In 1987 she moved to Calgary, and since then she has worked primarily in the securities departments of First Marathon Securities Ltd., National Bank Financial, J.F. Mackie & Company, Mackie Research Capital Corp. until joining Macquarie Private Wealth in July 2011 where she worked in the syndication department on brokered private placements and grey market issues. She joined the Mackie Wealth Group in March 2014.

Cindy enjoys gardening, quilting and most of all spending time with her two daughters.

Anna assists the team and our clients with their account and administrative needs. She is a valuable asset to the Mackie Wealth Group with her background in legal and accounting assistance. She has a Legal Assistant diploma from the Southern Alberta Institute of Technology and over 7 years of experience in administration.

In her free time, Anna loves to read, roller skate, or head to the mountains.