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Our Services

Financial Planning

  • Cashflow management
  • Retirement planning
  • Tax consultation

Business Continuation Planning

  • Shareholder benefits
  • Buy-sell agreement
  • Business succession

Retirement and Estate Planning

  • Individual retirement strategy
  • Corporate investment strategy
  • Planned giving

Wealth Management

  • Trust and estate services
  • Discretionary investment
  • Global asset allocation

Investment Management

  • Diversified asset classes
  • Customized portfolio
  • Tactical rebalancing

Risk Management

  • Shareholders/Employees benefits
  • Personal liability coverage
  • General insurance

OUR STORY

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We work for just one interest: Yours.

We have just one focus: Your wealth’s wellness.

We are Brightview, a Toronto-based wealth management company known for holistic wealth management and financial planning solutions that are unbiased, diversified and independent.

Brightview. We brighten up and secure your future with our wealth management solutions.