Message from the Founder/President
To our valued clients and colleagues,
When I founded BWMG in 2000, my goal was to create a firm with a strong client-focus and a level of professionalism that was lacking in the current market. Our team has worked to maintain a level of ruthless objectivity to ensure that we could provide the best possible wealth management advice.
Several years later, our passion for helping clients remove the "burden" of wealth and achieve peace of mind have remained strong. We have grown much larger but our focus on the client and objectivity has remained steadfast. Our consistent growth speaks to our quality and professionalism, and has allowed us to offer more to our clients by becoming a bigger player in the market.
Our unique "value proposition" was recognized in 2007 by the identification and selection of BWMG as the foundation for the launch of EFG International of its global wealth management business in Canada. Since that time we have continued to enhance our services to both private and institutional clients. In 2009 we expanded our Pension & Investment Consulting services to enhance our existing services.
As we near our tenth anniversary, the future for BWMG looks very bright and it is my pleasure to continue serving our clients.
James A. Bull