What We Do
The Wealth Management Division of BWMG is focused on an exclusive private clientele with investable assets exceeding $1 million and provides a wide range of wealth management services tailored to address each client's needs with respect to;
- Investment consulting needs
- Risk management
- Integrated income tax, estate tax and financial planning
- Family financial administration and accounting
- Strategic philanthrophy
Teams
Due Diligence & Investment CommitteeClient Service Team
The Investment Consulting Division is focused on selected institutional clients with investable assets exceeding $5 million, including corporations, charitable foundations and pension plans, services include financial/investment planning, money manager searches, portfolio measurement/monitoring and client reporting.
The Due Diligence Research Services Division of BWMG provides objective money manager and investment solution research to financial intermediaries such as broker-dealers, financial planners, MFDA firms and other wealth managers.
Contact Info
4100 Yonge Street, Suite 612Toronto, ON M2P 2B5
Canada
Directions: Map
Phone: 416-223-2053
Toll Free: 1-866-623-2053
Fax: 416-223-7940
bwmg@bullwealth.com
