COMPREHENSIVE INVESTMENT AND WEALTH MANAGEMENT SERVICES
Disciplined, tax-conscious investment leadership for high net worth families
With the support of Richardson GMP, 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:
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:
The Definitive Guide to Setting Up A Family Trust
MACKIE WEALTH GROUP
Get the latest thinking from the desk of the Mackie Wealth Group.
Read Jeffrey Mackie’s latest blog where we share some of the insights and interesting trends that we are following in the world of technology and new trends in business.
Second Quarter Update
Summary of 1H 2017: the Trump trade fades, populism weakens, and currency markets get volatile.
Get the latest market insights and trends from our internal research experts.
24 July 2017
The Consumer Part 2: Changing Behaviours
17 July 2017
Assessing your financial sensitivity to changes in interest rates. This report offers a look into the consumer debt climate in Canada followed by steps you can take to better manage debt. Most importantly, we've included a debt calculator which will give you insight into how manageable it will be should interest rates go up.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Whether you plan to sell your business or transition it to the next generation there will be decisions to make and planning to be completed. To maximize proceeds and or minimize tax, planning must begin well in advance of the anticipated transition date.