+1 289 514 1723  info@brunswickfunds.org

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our services
PORTFOLIO MANAGEMENT
Our first step in our discretionary portfolio management service offering is to understand the client's goals for wealth creation, leveraging, and liquidity. Our in-house experts perform a deep analysis of a client’s circumstances, priorities, and ambitions. They use their years of experience and expertise to formulate strategies that are best able to create the liquidity the client needs for the continued prosperity and growth of an investment portfolio.
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Our international investment leveraging services deliver results quickly
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Our dedicated team focuses on understanding a client’s personal goals
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Clients have access to the research capabilities and wealth management expertise of an international group of third-party consultants
Specialized services

We know that growing the value of an investment portfolio takes dedication, and creative leveraging solutions can deliver results that enhance portfolio value. Brunswick Funds provides services exclusively for high-net-worth, accredited investors who have significant knowledge and experience in the financial markets but are so engaged in their personal and business affairs that they need to entrust the management of their investments to experts that are best able to deliver solutions that cut through complications. When a client needs greater immediate value from his or her portfolio, the client can rely on our team of in-house and third-party experts who have extensive experience with assisting sophisticated clients that need specialized services with respect to their portfolio investments so that those investments deliver the maximum value to their owners.

Our relationship with our clients is based on trust. We analyze each client’s specific circumstances and work with their existing advisers so that the realization and optimization of the value of their investment portfolios are smooth and straightforward.

Experienced team

We hand-pick an experienced team of in-house and third-party consultants to serve the needs of each of our clients. Together, they guarantee an investment and liquidity approach that ensures your assets are utilised to achieve an optimum balance of risk and reward and that delivers superior performance that serves the client’s strategies and goals.


We focus on leveraging the wealth in your portfolio but never rely on generic or strict solutions to accomplish that task. Instead, our talented team uses the intelligence, ideas, and strategies of our in-house and third-party financial experts to structure asset leveraging and liquidity solutions that meet a client’s immediate individual objectives.

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We are always searching for the best outcomes for our clients, so we monitor each investment transaction, measuring ourselves on how well we grow our clients’ wealth.

Contacts

 45 Sheppard Ave E Suite

#900 North York, Ontario M2N 5W9

 +1 289 514 1723

 info@brunswickfunds.org