Macquarie Banking and Financial Services Group

Macquarie Banking and Financial Services Group

May 04, 2011 10:31 ET

Macquarie Private Wealth Makes Significant Hires in Calgary

TORONTO, ONTARIO--(Marketwire - May 4, 2011) - Macquarie Private Wealth today announced a series of significant hires at its Calgary office. Over the past month, five brokerage teams have joined Macquarie Group Limited's Canadian operations, bringing with them more than $1 billion in client assets under management and confirming Macquarie as a rising force in Canada's wealth management industry.

"Since launching Macquarie Private Wealth in early 2010, we have focused intently on building the firm of choice for leading advisors in this country," said Earl Evans, CEO and Head of Macquarie Private Wealth Canada. "That singular vision has been a success, evidenced by the almost 50 brokers who have joined us in the past year."

Last week, the Calgary office welcomed The Mackie Wealth Group, a four-advisor team formerly with Mackie Research Capital Corp, composed of Jamie Mackie, Tricia Leadbeater, Rahim Chatur and Jeffrey Mackie. The team manages almost $700 million in client assets, a record-size book for Macquarie in Canada.

"We were very careful about moving to a new company and looked into several firms. In the end, Macquarie was the obvious choice as a place to bring our business," said Jamie Mackie. "Macquarie's global expertise and reach, in-depth research coverage, client focus and unparalleled advisor support made the decision to join Macquarie an easy one."

Also recently arrived from Mackie Research Capital Corp are Kent Racz, with a $128 million book; Steve Damberger, with a book valued at more than $50 million; and Matt Finlay, with a $110 million book, and who many will remember as the former captain of the Calgary Stampeders and a Grey Cup champion in 1992. Other new Calgary hires include the teams of Blair Pytak and Adam Brookes, and Grant MacEachern and Murray Smith, all of whom came to Macquarie from Wolverton Securities.

"Clearly, the word is out that Macquarie is an exceptional place for advisors to build their business," said Mr. Evans. "Our recent top rankings in a prominent brokerage firm survey tell us that our stability, strategic focus, corporate culture and advisor support in key areas like marketing have created a winning formula for advisors and their clients."

These moves come in addition to numerous other hires across the country, including Vincent Yu, who joined the Vancouver office on May 2, 2011.

Macquarie Group

Macquarie Group (Macquarie) is a global provider of banking, financial, advisory, investment and funds management services. Macquarie's main business focus is making returns by providing a diversified range of services to clients. Founded in 1969, Macquarie operates in more than 70 office locations in 28 countries. Macquarie employed more than 15,400 people and has assets under management of $315 billion as at September 30, 2010.

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