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:

  • 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:

   

Guidebook To Setting Up A Family Trust

The Definitive Guide to Setting Up A Family Trust

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Thought Leadership

MACKIE WEALTH GROUP


Get the latest thinking from the desk of the Mackie Wealth Group.

Jeffrey’s Notebook

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.

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Tricia Leadbeater’s
Market Updates

Third Quarter Update

In September, the Canadian equity markets finally played a little bit of catch-up to other developed markets, after being in negative return territory for most of 2017. The 2.8% move in September was mostly due to the boost from oils (up 8% in September), mining and banking stocks. The TSX index is now up 2.3% year to date, but still lagging well behind the US, Europe and major emerging markets. .

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Our view

MARKET INSIGHT


 

Get the latest market insights and trends from our internal research experts.

11 December 2017
Performance Chasing
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4 December 2017
Profiting from Investor Misbehaviour
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Special Report
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.. 
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Tax & Estate Planning

STRATEGIES


 

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.

November 2017
Charitable Giving
This holiday season, a charitable giving strategy can amplify the impact of each dollar you give. There are 4 ways you can support a favourite cause and maximize the tax-effectiveness of your donation.

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