We are Brightview, a Toronto-based wealth management company known for holistic wealth management and financial planning solutions that are unbiased, diversified and independent.
We work for just one interest: Yours.
We have just one focus: Your wealth’s wellness.
We brighten up and secure your future with our wealth management solutions.
Investment Management and Wealth Management are often associated and very often treated as one, however, they are very different things. Investment is an important part in your financial plan, but it is not the entire picture. At Brightview, we provide a holistic planning process that includes but is never limited to investment management.
- 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
- Trust and estate services
- Discretionary investment
- Global asset allocation
- Diversified asset classes
- Customized portfolio
- Tactical rebalancing
- Shareholders/Employees benefits
- Personal liability coverage
- General insurance
Form understanding your life goals and preferences to construct a well diversified investment portfolio that suits your life the best, we work with our clients to determine the most suitable choice in each and every industry, and personalize their investment plans.
Wealth Management is actually a lot more sophisicated than it sounds. Piece by piece, topic by topic, we work with our clients to understand and prepare for their financial future.Wealth Management is actually a lot more sophisicated than it sounds.
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