Investment Solutions

Portfolio Design

Specialized investing knowledge can be beneficial to even the most educated professionals. MacKelvie Frech prides itself on providing that knowledge. The firm aims to provide clients with differentiated strategies that perform in all weather conditions with a focus on long-term capital appreciation. Every portfolio is designed to optimize the risk and return goals unique to each client and can include a wide range of products across all asset classes to best take advantage of current macroeconomic and financial conditions.

Licensing

The advisor report can be viewed directly on the IIROC website at: https://www.iiroc.ca/sections/investors/choosing-investment-advisor/know-your-advisor-iiroc-advisor-report. Simply type the name of the license holder and the report will be available for your review.

Investment Custodian

MacKelvie Frech Investments is partnered with Worldsource Securities Inc. which is a subsidiary of Worldsource Wealth Management Inc., itself a fully owned subsidiary of Guardian Capital Group Limited (Guardian). Founded in 1962, Guardian is a Canadian-based investment management firm with a growing global reach. An active player in the investment community, they deliver world-class institutional asset management, private wealth management, and financial advisory services under one esteemed banner At any time, clients can log onto Worldsource's website to view their accounts directly, the same as a bank or investment account held with any financial institution.

Client assets are held directly with Fidelity Clearing Canada ULC (FCC), an indirect, wholly-owned subsidiary of 483A Bay Street Holdings LP, which is a joint venture between FIL Limited and Fidelity Canada Investors LLC. This third party custodian ensures that all transfers from other financial institutions go directly into each client's respective accounts and provides both security for the client and an effective platform to facilitate investments.

All securities products are provided through Worldsource Securities Inc. For more information, please visit www.worldsourcesecurities.com. WSI is a member of the Investment Regulatory Organization of Canada (www.iioc.ca) and the Canadian Investor Protection Fund (www.cipf.ca).

Worldsource Securities Inc.