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Leather Briefcase

PRIVATE CLIENT WEALTH MANAGEMENT

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PRIVATE CLIENT WEALTH

IT'S YOUR MONEY

If you have $1 million of investment assets or more or individual accounts with $250,000+, you’ll benefit from a personal risk review, a customized portfolio design, tax-loss selling/ tax-efficient management, and transition services.

 

You will benefit from:

  • Safety

  • Low volatility

  • Global diversification and currency advice

  • Honest and proactive advice

  • Professional Corporation retained earnings strategies

  • Detailed reporting

  • Tax-deductible fees

  • Generational wealth and nest egg protection


We understand that these are the challenges that you face and we also understand how difficult it can be to know who to trust with your money and your future. We really do!

Your Account Is Managed 24/7

Our proactive adjustment to reduce risk and maximize gains are regularly communicated to you. And, you can log in to your account anytime to see us in action.

Client Value

Zero trading costs, specialty insurance, fee discounts, and pension quality portfolio management are some of the other benefits you’ll receive.

Contact us today to confidentially discuss your unique and specific needs. 

You will have the benefit of having Canada's leading global investment managers working for you and your family.

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I love the personal approach and custom service that I get with Braeheid Wealth Management!

Having a dedicated team of professionals for both my personal service and my investment holdings; provides me with true peace of mind over my multi-million dollar account. 

~ James W.

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TRUE FREEDOM - we believe all clients deserve 100% independent advice,

Your assets are individually secure and are managed by our global managers for professional and personalized proactive portfolio management.

 

Independent advice helps you to reduce risk and retain more of your wealth while protecting your assets from using our portfolio managers by referral who provide institutional-quality global investment management advice for your diversified and balanced portfolio.

All account types e.g. RRSPs, TFSAs, Corporate Accounts, Trusts, Foundations, RESPs, RRIFs, and non-registered. Your assets are insured by the Canadian Investor Protection Fund.

STEWARDSHIP | PROTECTION | GROWTH

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100 King Street West, Suite 5700
First Canadian Place
Toronto Ontario, Canada,
M5X 1C7

Toll Free 1.877.769.3769 
GTA: 1.416.368.3800

Email:

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