Company Summary
Marquest is an established private investment management company that provides a diversified suite of quality equity and fixed income products to accredited and high net worth investors. Since its inception in 1985, Marquest has utilized an active investment management approach to take advantage of opportunities in a constantly changing market environment in our quest to generate the highest-possible risk-adjusted return for our clients.
This commitment is the genesis of the company’s name, Marquest, which underscores our passion to meet our clients’ expectations.
At Marquest, our goal is simple: to PURSUE and ACHIEVE what we set out to do for our clients. Our success is based on our vigilance, persistence and confidence to act upon our convictions and deliver the superior returns our clients expect.
Source: Marquest Asset Management Inc.
Unique Value Proposition
Why Marquest Private Wealth?
We pursue a holistic, consultative approach to managing your wealth by:
Taking the time to understand how Marquest can complement your existing financial portfolio and add value using our equity and/or fixed income pooled funds or segregated accounts
Working with you to provide information for your trusted advisors regarding legal, tax planning, estate planning and/or insurance matters
Developing a strategy with you to ensure that you are on track to achieving your financial goals and objectives.
What can you expect?
Personalized consultations by highly experienced advisory team
Quarterly portfolio reporting
Monthly investment commentaries
Access to our Portfolio Managers
Value added “Lunch and Learn” client presentations
Source: Marquest Asset Management Inc.
AUM ($Bil)
0.2
Year Founded
1989
Key Personnel
Andrew A. McKay, President
Gerry L. Brockelsby, Chief Investment Officer
Address
161 Bay Street, Suite 4420
PO Box 204, Toronto ON,
M5J 2S1