Our office is conveniently located at the Bank of Montreal branch at:
105 - 777 West Broadway Street
At The Jed Brezer Investment Group, we provide Families, Individuals and Corporate Entities with a complete investment management and estate planning process. As your Investment and Estate Advisors, we identify and monitor your investment goals and risk profiles and determine and implement the strategies required to achieve these goals.
Equity investments are made using professional money managers, chosen from around the world through extensive due dilligence. We meet regularly with portfolio managers to ensure that we understand how managers’ strategies meet our clients’ needs. Special situations and concentrated equity investments by clients with specific business interests are handled on an individual basis, with thorough research and analysis by our number *1 rated research team (BMO Capital Markets) on behalf of the client.
Our team's Estate Planning Specialist addresses the needs of our clients in this area, and ensures an orderly transition of assets to future generations of clients.
- Turning stagnant assets into income generating assets
- Retirement & Estate Planning
- Investment Planning & Management
- Tax Minimization Strategies
- Trust Set-up
- Proactive Risk Management
- Insurance Planning