We are a leading brokerage and investment / financial advisor to institutions, corporations, business owners, professionals and wealthy families. As part of National Bank Financial, we have major bank backing and economies of scale which benefit our clients directly. For over two decades, we have helped our clients thrive in challenging market conditions. Our results stem from a rigorous process, built on top-down and bottom-up analysis, critical thinking, transparency, teamwork, and our personalized approach.
We stand ready to support your goals with a friendly and fully staffed team of professionals. For us to provide the most relevant information, please choose the selection that fits you best:
Ultimately, we deliver peace of mind. 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. Everything we do is based on serving our clients' interests ethically, and to anticipate and plan for future possibilities. We firmly believe that our clients’ trust is a reflection of our work ethic and good stewardship of their investments. Our team has delivered through several economic downturns by providing strong returns and most importantly the preservation of capital.
We stand out as a team thanks to our strong track record and experience, analytical skills, ability to deliver calmly under pressure, patience, availability to our clients, and quality of advice and pricing. Our clients' trust in us is built on a strong work ethic, consistency, and respect for our clients. We always put the interests of our clients first! We invite you to start a conversation with us today to discuss how we can support you in achieving your goals. 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