Verified recordFinancial Services

Hilliard MacBeth

Portfolio Manager and Investment Advisor at Richardson Wealth

Based in Edmonton, Canada

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Seniority

Manager

Department

Finance & Accounting

Location

Edmonton

Industry

Financial Services

Company size

929

Contact information

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Email

1 credit

h•••••••@richardsonwealth.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Hilliard MacBeth

We work with a small group of high net worth Individuals and families at MacBeth MacLeod Wealth using a process that ensures balance and growth. We manage portfolio investments on a discretionary basis, implement efficient tax planning strategies and advise on philanthropic giving and transferring wealth to the next generation. A Portfolio Manager (global equities) with more than 36 years experience, Hilliard works with a small group of high-net-worth clients using a process called "pathway to balance". He believes in cycles and bubbles that burst, and is always looking for value investments in out-of-favour sectors. He leads a five-person team of professionals as they strive to help Canadians to achieve growth and balance in their investments and to avoid "hot" sectors where the "fast money" crowd is focused. Hilliard is the author of the recently published book (2015 Dundurn),"When the Bubble Bursts: Surviving the Canadian Real Estate Crash," which describes imminent disruptive changes in Canadian housing and financial markets. His first book,"Investment Traps and How to Avoid Prentice Hall), predicted the dot-com stock bubble collapse and provided efficient and simple techniques to avoid similar traps.

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