+1 289 514 1723  info@brunswickfunds.org

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ABOUT US
ABOUT WEALTH MANAGEMENT
Our consultants approach wealth management strategically, with an unwavering focus on making your capital work for you, leveraging the value frozen in existing investment assets, and delivering superior returns with bespoke financing structures.
We never rest as we deliver solutions that build a relationship of trust and that optimize the management and growth of your wealth. We initiate client engagements by delving into your financial requirements, need for liquid capital, and objectives for asset growth and expansion. Throughout this learning process, we take the time to understand you, your business, and your personal wealth requirements. We support every client with a dedicated in-house and third-party team led by experienced financial professionals. We frame liquidity solutions to be sufficiently flexible to match unanticipated problems and contingencies, and we work to meet the requirements of you, your business, and your family. Throughout all of our investment processes, we give clients access to the most transparent structures with no undue influence from corporate entities that push their own funds and products.

You will have access to our world-renowned independent experts who will take the time to understand your current financial position. They use clear and straightforward language to explain their recommendations and provide realistic assessments about the growth and liquidity that you can achieve and which options are most advisable. We have a layered investment approach drawing on the depth and breadth of global expertise from our internal and third-party Brunswick Funds consultants and leading international investment specialists.

We do not aim to provide every conceivable service to every client, and we appreciate that each client has unique requirements for asset growth and liquidity. We will not sell every service that we offer to you, but guide you through the specific services that will most benefit you and that will coincide with services you receive from other wealth planning advisers.

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In most cases, our relationships with our clients are founded on four broad stages of advice, including:
  • Conducting a deep-dive analysis of your existing securities and investment assets, analyzing your wealth management objectives, and understanding how your tolerance for risk has shaped those objectives
  • Recommending an appropriate strategic asset allocation and mechanisms to capitalize on and leverage your existing wealth
  • Assigning the in-house wealth management consultant to your account who can best serve your needs and frame investment-leveraging strategies for your current asset classes
  • Providing ongoing tactical strategic advice on how to best leverage the hidden value in your investment assets

We believe that each client’s investment strategy and philosophy are unique. Consistent with this belief, we do not deliver the same strict model to every client, but pursue the most suitable and aggressive growth and liquidity opportunities that may be available in each individual investment portfolio.

Contacts

 45 Sheppard Ave E Suite

#900 North York, Ontario M2N 5W9

 +1 289 514 1723

 info@brunswickfunds.org