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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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Steinmetz Wealth Specialities

  • Comprehensive wealth management
  • Concentrated risk management
  • Retirement accumulation and income planning strategies
  • Philanthropic services
  • Wealth-based risk analysis
  • Concentration on maximizing after tax returns – Maximize Tax Efficiency
  • Assisting CAs, CPAs and attorneys interested in providing a valuable resource to their clients
  • Trust and estate planning services