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Richard Bruton of Bruton Investment Group at National Bank Financial Wealth Management
Manage episode 434613690 series 3549999
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As premier investment and wealth management advisors, at the Bruton Investment Group, our mission is to ensure the multi-generational financial well-being of our clients, enabling them to realize both their personal, professional and business aspirations. Our team specializes in creating financial plans and tax-effective investment strategies tailored to client's unique needs. We guide our clients in investing their savings towards and after retirement, to fund education, purchase homes,acquire businesses, pursue travel and other life ambitions. We also provide business succession advice, estate planning, and preparing clients and families to navigate financial challenges.
www.BrutonInvestmentGroup.ca
1) NBF basic disclaimer
National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).
2) An Opinion is Made by the Wealth Advisor
The information contained herein has been prepared by Richard Bruton, an Wealth Advisor at NBF. The opinions expressed do not necessarily reflect those of NBF.
3) Sources and Accuracy of Information
The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. The opinions expressed do not necessarily reflect those of NBF.
4) Tax Disclaimer
NBF is not a tax advisor and clients should seek professional advice on tax-related matters, including their personal situation. Please note that comments included in this letter are for information purposes only and are not intended to provide legal, tax or accounting advice. The comments reflect the opinion of their author only and may not reflect the views of NBF.
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