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Bradley Steinmetz

Portfolio Manager and Investment Advisor

Tel: 514-282-5825

Bradley Steinmetz

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

We take a consultative approach to working with you, and continuously evolve the plan to accommodate any changes in situation. The bedrock of our service consists of understanding your needs and accommodating them appropriately as they change.

Our process includes:
  • Understanding your needs and developing an overarching family strategy
  • Planning for your needs
  • Choosing your solutions – Institutional Style Management
  • Reviewing and communicating with you
  • Evolving and adjusting your plan