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Macquarie Liberty Account

Macquarie Private Wealth is pleased to offer The Macquarie Liberty Account, a convenient and powerful investment platform that delivers the functionality and flexibility of a full-service brokerage account for a single, asset-based fee. Liberty Accounts allow you and your Investment Advisor to focus solely on the enhancement of your portfolio and the achievement of your financial objectives.


Full service

Liberty Accounts provide all the benefits and features of traditional investment dealer brokerage accounts. You receive the expert financial counsel of your qualified Macquarie Private Wealth Investment Advisor, a full spectrum of investment products and solutions and access to Macquarie Private Wealth’s industry-leading research resources.


Competitive asset-based fee

Rather than paying brokerage commissions each and every time your portfolio requires maintenance, The Macquarie Liberty Account lets you pay a single, competitive fee based on the asset balance in your portfolio.


Aligned goals

Managing your investment portfolio through a fee-based relationship aligns the fees you pay more closely with the regular advice and service you receive from your Macquarie Private Wealth Investment Advisor. It establishes a shared goal — the overall enhancement of your portfolio and achievement of your financial objectives. Fee-based investing allows you to focus solely on what is right for you and your portfolio rather than the costs of individual transactions.


Added value

Plus, there are added benefits:

  • Envoy — 24/7 Internet access to account information, market data, news and investment research.
  • No annual RRSP/RRIF administration charges for Liberty Accounts that maintain a minimum balance of $100,000 and minimum fee of $1,500 annually.
  • Fees used to pay for the management of non-registered investments may be fully tax deductible.


More details?

Contact your Investment Advisor today for more information on The Macquarie Liberty Account and begin to experience the many benefits of fee-based investing.


© 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.