Custom Wealth Management
A Custom Wealth Management Plan is developed for every individual or family. This plan is designed to meet the needs of family members over the long term. A Structural Plan is then designed to deliver the right combination of investment expertise and appropriate third party service providers are researched and recruited.
BWMG provides objective advice and assistance to clients by evaluating the full range of available financial solutions in the marketplace but our clients always make the final decision and choice is always provided. As advisors, BWMG Canada explains the "pros and cons" of each solution, coaches clients during the decision making process and organizes direct contractual relationships with each product provider for our clients.
Key features of this solution include the direct retention of investment managers and custodian, as well as custom planning and portfolio construction.