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Bradley Steinmetz

Portfolio Manager and Investment Advisor

Tel: 514-282-5825

Bradley Steinmetz

1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8

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Meet our Team

Bradley Steinmetz
Portfolio Manager and Investment Advisor

Tel: 514-282-5825​

With over 20 years of experience as an Investment Advisor, I oversees the financial affairs of a select group of families, retirees, corporate executives, business owners and non-profit organizations. I worked for 8 years in public practice as an Accountant, This gave me incredible experience in the understanding of financial information. Because I have the knowledge and experience of an accountant, I have the experience to plan for businesses.

Building strong client relationships is the foundation of my approach as a financial adviser. My primary focus is guiding clients to achieve their financial objectives with clarity, transparency, and a disciplined process.

I takes tremendous pride serving on many hospital boards and foundations, notably his 6-year term as President of the Jewish Hospital of Hope Eldercare Foundation.

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Our Partner


Jean Richard, LL.L, LL.M, M. Int. Tax, Pl. Fin., TEP
Sr Manager HNW Consulting
Enterprise Wealth Planning


Jean obtained a Licentiate of Laws (LL.L.) from the Université de Montréal in 1980 and was admitted to the Quebec Bar in 1981. He then followed a course in income tax given by the Canadian Institute of Chartered Accountants (CICA) in 1989. Jean
also holds a diploma in financial planning from the Institut québécois de planification financière (IQPF), as well as the title of practitioner conferred by the Society of Trust and Estate Practitioners (STEP). He completed his education with a Master of International Taxation (M.Int. Tax) from the University of New South Wale (UNSW) in Australia as well as a Master of International Taxation and Financial Services from the Thomas Jefferson School of Law (San Diego, California) where he graduated Summa cum laude.

In his capacity he provides support and advice to our Canadian and US clients on complex issues of taxation, estate, financial plan and business succession.