Long-time leader at Canada’s premier wealth management firm
Our Toronto-based team has the expertise and resources required to help you meet and exceed your investment goals. With over 125 years of combined experience in a range of financial fields, our team coordinates our shared knowledge and the resources of RBC to cover your portfolio from all angles.
Our clients enjoy the peace of mind that comes with knowing trusted industry experts are helping to shape their future. Trust us to help shape yours.
Bruce MacKay
❝Choosing us could be your most important investment decision. We are focused on building your wealth through Blue Chip investing & wealth management strategies for your long-term investment goals.❞
– Bruce MacKay
Our weekly newsletter
The most vital part of any relationship is communication. At the MacKay Group we see things no differently. Regular communication will ensure we both know precisely the status of your customized portfolio so that better more informed decisions can be made as well be mutually aware of any life changes that may impact your personal financial plan.
The MacKay Group Wealth Management publishes a weekly newsletter sent to all clients who have requested to receive it. It provides insight into events that happened during the previous week along with company specific information, economic forecasts and Bruce’s commentary. We also provide Daily Market Comments and a Weekly Focus List outlining an overview of the current fixed income and equity markets focusing on our core recommendations and timely ideas.
Read the latest MacKay Weekly Investment Report here.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
The Process
To create your individual wealth plan, we follow a five-step approach.
Learning about each other
Before we do anything else, we take the time to learn about your individual situation, what's important to you and what you are trying to achieve with your wealth. If we feel we can help, we introduce our services and discuss how we can work together to achieve your goals.
Developing your personalized investment plan
Delving deeper into your individual situation, we learn specific details about your needs, goals and preferences. Based on these we can formulate specific investment objectives, determine the best ways to achieve them and create your personalized investment plan.
Putting your plan into action
Your investment plan is implemented in a tax-efficient manner, utilizing a wide array of resources only available through RBC Dominion Securities. This includes both proprietary and independent investment research, in-depth portfolio strategy and access to virtually every type of investment worldwide.
Integrating complementary wealth services
In coordination with your other professional advisors, such as lawyers and accountants, and our own team of financial planning specialists, we complement your investment plan with tax, retirement and estate planning solutions.
Taking care of your lifelong needs
As your needs evolve, market conditions change and new opportunities present themselves, we will make adjustments to optimize your plan. To keep you up-to-date on your progress, we conduct regular update meetings with you. In addition, we provide enhanced account reporting and communications, such as our weekly newsletter MacKay Weekly Investment Report and others outlined in our Service Plan.
Our clients
Our goal is to become your family’s trusted financial partner, guiding you and your family members through each stage of your lives. We serve a range of high-net-worth clients from varied backgrounds who are looking for an expert level of care and personal attention.
Individuals & Families
Individuals seeking guidance as they experience life-altering transitions such as divorce, retirement or the loss of a loved one, and families focused on sustaining wealth across generations.
Retirees
Canadians approaching or living in retirement who are looking for ways to enhance their investment income so they can get the most out of life today while preserving capital for the future.
Business Owners
Business Owners & Entrepreneurs diversifying their wealth and seeking advice on succession planning, creating a well-funded retirement and ensuring an equitable estate for their beneficiaries.
Corporations & Non-Profits
Corporations, non-profits and charitable organizations handling gift of stock accounts and seeking assistance to manage capital funds and bequests to maximize the impact of their operations.
Professionals & Executives
Professionals, such as doctors, realtors, accountants, teachers, engineers, home builders, sales professionals, bankers and lawyers, who are looking to free their time to focus on their careers.
Investors seeking a change
Investors, often referred to us by an existing client or another trusted professional advisor, who are seeking a positive change and shift away from their current investment advisor relationship.
Taking a responsible approach to your investments
There are many ways to grow wealth. Our focus is on doing so in a way that benefits our clients, our society, and our planet. Your investments are made for the long term – to help serve your individual goals as well as to sustainably support the generations to come. We offer a flexible responsible investing approach that is integrated, and can be targeted, thematic, and impactful.
Integrated
As a baseline, one of the filters through which we vet any investment is ESG. Short for environmental, social, and governance, this auto-integrated screen focuses on environmental sustainability, social issues, as well as equality and equity in corporate governance.
Targeted
To align with your values, as we build and manage your personalized portfolio, we can screen in investments that drive positive impact – such as social housing, renewable energy, and human rights – and we can screen out those that may be considered negative – be it tobacco, alcohol, or weapons.
Thematic
For clients who are passionate about one specific issue or cause – for instance, climate change or gender equity – we have the capability to align all investment decisions with one or more responsible investing themes of your choice.
Impactful
Traditionally, investments are measured against risk tolerance and return objectives. For interested clients, we can add a third dimension: impact. This added parameter gives weight to the measurable social or environmental impact of a given portfolio holding.
Community Involvement
The MacKay Group Wealth Management is committed in supporting the community, heavily involved in a number of philanthropic endeavours. Since Bruce MacKay started in the industry in the 1980’s he has always made it a fundamental part of his business and is at the core of who he is. His passion has led The MacKay Group, through the RBC Foundation, to donate over $50,000 annually and over $600,000+ over the last 15 years.
Client Testimonials
What clients have to say about us
❝I want you to know how happy Gail and I are with the MacKay Group Wealth Management. Your hands on advice and your constant returns are very much appreciated. I sleep very well at night. Thank you.❞
– Paul & Gail M.
❝ Thanks to you Andrew (and of course Bruce) for having my best interests at heart. Even my accountant was surprised and amazed at the end result.❞
– Brenda B.
❝Thanks very much! This is very helpful and will be very reassuring to my mom. Nice to confirm that her investments have done well this year. You continue to do a great job guiding us and her investments.❞
– Arla H.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.