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
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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.
18 September 2017
Core Income Refresh - Part 2
11 September 2017
Core Income Refresh - Part 2
What of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored..
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Selling the family home
In large urban settings, this is a key question for many families, but it can be an especially poignant decision for elders, that is, those over 65 years of age, regardless of where they reside. When is the best time to sell this significant asset? Downsize to a bungalow? Move to a new condo? What about a retirement complex that provides extra services?