PRIVATE CLIENT WEALTH MANAGEMENT
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:
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Safety
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Low volatility
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Global diversification and currency advice
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Honest and proactive advice
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Professional Corporation retained earnings strategies
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Detailed reporting
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Tax-deductible fees
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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.
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.