Macquarie Private Wealth – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sun, 17 Nov 2019 08:18:37 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Macquarie Private Wealth – Investment Executive https://www.investmentexecutive.com 32 32 Richardson GMP to buy Macquarie Private Wealth https://www.investmentexecutive.com/news/industry-news/richardson-gmp-to-buy-macquarie-private-wealth/ Tue, 10 Sep 2013 17:45:00 +0000 https://www.investmentexecutive.com/uncategorized/richardson-gmp-to-buy-macquarie-private-wealth/ Once the transaction is completed, Richardson GMP will have $28 billion in assets under administration

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]]> Modi on meeting IIROC guidelines on social media https://www.investmentexecutive.com/in-depth_/special-reports/modi-on-meeting-iiroc-guidelines-on-social-media/ Fri, 05 Oct 2012 14:00:00 +0000 https://www.investmentexecutive.com/uncategorized/modi-on-meeting-iiroc-guidelines-on-social-media/ Silu Modi, VP, digital marketing, Macquarie Private Wealth, explains how to design a leading-edge social media program that successfully addresses IIROC compliance guidelines. He discusses how to build a social media strategy that creates brand, impact and support for your company. Modi spoke at the 2012 IFIC annual conference in Toronto.

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]]> Macquarie Private Wealth head takes on greater role https://www.investmentexecutive.com/news/industry-news/macquarie-private-wealth-head-takes-on-greater-role/ Wed, 26 Sep 2012 13:50:00 +0000 https://www.investmentexecutive.com/uncategorized/macquarie-private-wealth-head-takes-on-greater-role/ Earl Evans name deputy global head of MPW worldwide

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]]> Team focuses on financial planning for physicians https://www.investmentexecutive.com/in-depth_/special-reports/team-focuses-on-financial-planning-for-physicians/ Tue, 24 Jan 2012 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/team-focuses-on-financial-planning-for-physicians/ Elizabeth Harding and Diana Orlic, investment specialists with Macquarie Private Wealth in Burlington, Ont., are part of a three-member team that specializes in planning for medical professionals. They discuss how their team’s focus came about, the impact of incorporation on a physician’s financial affairs, and the team’s referral relationships with accountants. They spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.

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]]> Macquarie Private Wealth hits 200 advisor milestone https://www.investmentexecutive.com/news/industry-news/macquarie-private-wealth-hits-200-advisor-milestone/ Mon, 05 Dec 2011 15:25:00 +0000 https://www.investmentexecutive.com/uncategorized/macquarie-private-wealth-hits-200-advisor-milestone/ Firm recruits 80 advisors in record succession

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]]> Toronto advisor team joins Macquarie https://www.investmentexecutive.com/news/industry-news/toronto-advisor-team-joins-macquarie/ Wed, 02 Nov 2011 21:30:00 +0000 https://www.investmentexecutive.com/uncategorized/toronto-advisor-team-joins-macquarie/ Butler, Philbrick and Associates specializes in managing the portfolios of Canadian health care professionals and their families

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]]> Macquarie welcomes veteran advisors to Burlington, Ont. office https://www.investmentexecutive.com/news/industry-news/macquarie-welcomes-veteran-advisors-to-burlington-ont-office/ Mon, 17 Oct 2011 15:55:00 +0000 https://www.investmentexecutive.com/uncategorized/macquarie-welcomes-veteran-advisors-to-burlington-ont-office/ Firm recruits advisors from HSBC, Wellington West

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]]> Macquarie: Growth plans, report card scores https://www.investmentexecutive.com/in-depth_/report-cards/macquarie-growth-plans-report-card-scores/ Thu, 12 May 2011 12:19:00 +0000 https://www.investmentexecutive.com/uncategorized/macquarie-growth-plans-report-card-scores/ The post Macquarie: Growth plans, report card scores appeared first on Investment Executive.

]]> Modi describes Macquarie’s move into social media https://www.investmentexecutive.com/building-your-business/client-communications/modi-describes-macquaries-move-into-social-media/ Tue, 08 Mar 2011 21:48:00 +0000 https://www.investmentexecutive.com/uncategorized/modi-describes-macquaries-move-into-social-media/ The post Modi describes Macquarie’s move into social media appeared first on Investment Executive.

]]> Macquarie makes move on social media https://www.investmentexecutive.com/newspaper_/news-newspaper/news-57176/ Mon, 07 Mar 2011 16:53:00 +0000 https://www.investmentexecutive.com/uncategorized/news-57176/ Toronto-based brokerage is putting significant efforts into the new technology in the wake of the new IIROC guidelines

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