We are a leading investment management / brokerage and financial management advisors to institutions, corporations, and wealthy families, business owners and professionals.
As part of National Bank Financial, the Bruton Investment Group, we have major bank backing and economies of scale which our clients benefit from directly. For over two decades, we have been helping our clients thrive in challenging market conditions. Our results stem from a rigorous process, built on top down and bottom up research, critical thinking, transparency, teamwork, and our personalized client by client approach.
We stand ready to support your goals with a friendly and fully staffed team of professionals.
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As an experienced team, we bring expertise, big picture thinking, and advice that is always in our clients’ best interest to help them achieve their investment goals and objectives.
We firmly believe that our clients’ trust is a reflection our work ethic and good stewardship of their investments.
We are pleased to provide references from clients we are privileged to serve. Our clients trust us to ensure they are well advised no matter what challenges they are addressing.
"Our economies of scale, body of knowledge, tools, and above all, people, are essential to properly support our clients and earn their trust.”
-Richard Bruton, Senior Investment Advisor, Bruton Investment Group