Private Client Services

BWMG provides services to clients using three different types of solutions –

  • Custom Wealth Management
  • Managed Account Program; and
  • Private Portfolio Series Funds

All solutions incorporate the same core philosophies, including:

  • Utilization of independent third party managers
  • Our own objective due diligence research to select, and continuously monitor these managers
  • Portfolio construction of multi-manager solutions designed to provide more consistent returns at lower risk levels
  • Tax efficiency
  • Institutional level fees
  • Detailed comprehensive quarterly reporting independently prepared by BWMG on the entire suite of investment managers / solutions

Asset levels, and customer preferences, determine the type of solution appropriate for each client's wealth management needs.

Contact Info

4100 Yonge Street, Suite 612
Toronto, ON   M2P 2B5
Canada
Directions: Map

Phone: 416-223-2053
Toll Free: 1-866-623-2053
Fax: 416-223-7940
bwmg@bullwealth.com