We’re committed to provide an optimal client experience.
The Goldberg Team has a deep commitment to building solid, lasting relationships with all of our clients. Keeping everyone informed is an important priority of ours. We provide our clients with access to a variety of educational materials, proactive service, and holistic wealth management. This commitment to best in class service involves continually monitoring accounts on an ongoing basis to take advantage of opportunities and to address changing market conditions as they arise. Darren and David regularly meet with clients to review goals, strategy, and portfolio performance as part of an enduring and long-term relationship.
We work with a select group of clients including:
- Successful individuals, families and family offices across Canada
- Entrepreneurs for both business and family investment assets
- Senior professionals in accounting, finance, health care, law and real estate
- Public company executives and board members
- Charitable foundations