top of page

EXPERTS WORKING FOR YOU

Providing you with a more affordable, transparent way
to have your investments professionally managed.

Expert Portfolio And Client Managers Working For You,
Not For Commissions

Whether you are starting to invest or you have achieved high net worth, you will appreciate Braeheid’s fiduciary, fee-based, client-first approach to investing.

"I love the personal approach and customized service I get from BRAEHEID Wealth Management!

My client manager assists my family and me with our planning and questions, and the portfolio management team stays focused on global research and managing my investment account—this makes good sense!"

​ —Brad, Ontario

FOCUSED ON YOU

Personalized Attention Ensures Your Investments Align With Your Unique Goals

Unbiased, conflict-free investment management solutions tailored to meet your goals—and take you where you want to go.

INVESTMENT

PLANNING

Investments that are best for you.

Your hopes and aspirations are matched to the right investment and insurance strategies.

With commissions out of the equation, your investments are selected with your best interests in mind—every time.

Bus man at computer.jpg

INSURANCE & ESTATES

Protect the life you have worked hard to build.

 

Discover the right type of insurance for you and just the right amount to ensure you and your loved ones are protected from the unexpected.

Investment Consulting.jpg

RETIREMENT PLANNING

It's never too soon to prepare for retirement.

The earlier you start investing in your retirement, the more time you’ll have to build your retirement plan and protect your lifestyle now and in the future.

 

5697.jpg

A BETTER WAY TO GROW YOUR MONEY

WHAT YOU GET:

Wave

A BETTER WAY TO GROW YOUR MONEY

WHAT YOU GET:

Icon-Approach.png

100% unbiased, independent financial advice

Your portfolio manager has the freedom to choose the products and solutions that help you achieve your specific financial goals and serve your best interests.

 

Icon-Structure.png

Proactive trading,
24/7 monitoring and global strategies

Your client manager and portfolio manager will work to provide you with optimal customer service and institutional-quality investment expertise around the clock.

Every 90 days, your investment strategy is redesigned to ensure it continues to align your investment goals with current and projected global  market conditions.

Icon-Support.png

Risk management

Based on your risk tolerance, your portfolio manager will seek to mitigate risk, balance risk with investment performance, and help you understand the value of an investment to achieve your goals.

Icon-Values.png

Transparent fees

No commissions.
No bonuses.

No trading fees on household investments greater than $50,000.

 

You pay a competitive annual percentage that is scaled to the size of your total household investments and billed to you monthly.

 

Fees on non-registered accounts are tax deductible, which makes BRAEHEID's services even more economical after tax.

Wave

A BETTER WAY TO WORK

WHAT YOU DON'T GET:

  • Calls from brokers

  • Under-serviced accounts

  • Investments that don’t serve your best interests and financial goals

  • Commission fees

  • Trading fees

READY TO START INVESTING?

Quotation mark.png

Professional wealth management by referral changes marriage.

Thank you for delivering on our need for trusted and proactive portfolio management for my family. Leaving the critical day-to-day activities to the actual professionals means my husband no longer gets interrupted by broker calls, nor does he need to read the financial paper every morning to protect our assets. Now we start each morning over coffee reading the social section.

Thank you for giving me my husband back!

~ Patricia B., Ontario ~

Quotation mark.png
bottom of page