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Leadership

Macquarie Private Wealth is part of the Australian-owned Macquarie Group Limited, one of the world’s largest and most successful global providers of banking, financial, advisory, investment and funds management services to institutions, corporations, small businesses and individuals.

As part of the Macquarie Group, we have an enviable position and strength in the industry. We offer you the client focus of an independent investment boutique, with the backing and benefits of one of the world’s largest and most diverse financial companies. We are able to provide you with tailored financial solutions, award-winning global research, recognized financial strength, and a global vantage point — a world of opportunities to build your personal wealth.

Being part of such a well-established company gives all of our clients an added sense of stability. But what keeps them with us is our unfailing commitment to high calibre client care and attention — the boutique service that is the foundation of Macquarie’s successful long-term client relationships.

Heading the executive management team is Bruce Kagan, Chief Executive Officer, Macquarie Private Wealth and Earl Evans, President, Macquarie Private Wealth and Macquarie Executive Director.

Bruce Kagan, CFA

Macquarie Group Limited Executive Director, Chief Executive Officer, Macquarie Private Wealth Inc. and Macquarie Executive Director

Bruce has more than 20 years’ experience in the investment industry. He was CEO of Blackmont Capital for just under three years with responsibility for both the wealth management and capital markets businesses. When Blackmont became part of the Macquarie Group in January 2010, Bruce was named CEO of the newly formed Macquarie Private Wealth.

Having worked both as an Investment Advisor and the leader of an investment dealer, Bruce understands all aspects of the brokerage industry in Canada. He sits on the Board of Macquarie Private Wealth as well as Macquarie's Banking and Financial Services Management Committee for North America.

Prior to joining our firm, Bruce was head of Wealth Management at Dundee Securities and distinguished himself at CIBC Wood Gundy, leading corporate-wide training and development, high net worth operations for Canada, and the growth of the Toronto region.

He began his career as an Investment Advisor at Midland Walwyn/Merrill Lynch, where he earned recognition as a Chairman's Club member and was promoted to Branch Manager. Bruce holds a Bachelor of Commerce (Honours) from Queen's University and carries the Chartered Financial Analyst (CFA) designation.

  

Earl Evans

Macquarie Group Limited Executive Director, Head of Wealth Management and President, Macquarie Private Wealth Inc.

Earl is a senior member of the Macquarie Group, an Executive Director of Macquarie and the President of Macquarie Private Wealth (MPW) Canada. He is also head of the Wealth Business in Canada and has more than a 20-year history in the investment industry.

After starting out as an Investment Advisor and building out his business, Earl moved into management. As National Head of Broking, Australia, he led Macquarie's broking business to be number one in the country and one of the most respected investment houses in the marketplace through a platform of client focus, integrity and trust. Earl has a firm belief in working closely with his clients and Investment Advisors to satisfy their requirements.

Earl is a highly respected member of the Macquarie Group, sits on many committees including the Macquarie Foundation Committee Canada, and is a Board Member of MPW Canada and the larger Banking and Financial Services Group (BFS) Canada.

A strong believer in giving back to the community, Earl is heavily involved in charity work with the Juvenile Diabetes Research Foundation, the Red Cross and The Smith Family Foundation, a national, independent social enterprise working to unlock opportunities for disadvantaged Australians.

© 2010 Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of Canadian Investor Protection Fund and IIROC.