Working With Us
What the Kaszas Altberg Group Can Offer
TheKaszas Altberg Group is closely connected to the internal expertise in all financial areas. Depending on the complexity or simplicity of our client’s financial situations, we will leverage the knowledge of our internal partners, including:
BMO Capital Markets Research and Economics : This group has been recognized as Canada’s award-winning research team. With these strategic partners, we continue to build stronger client portfolios.
Portfolio, Action and Research Team : With specialized knowledge in Canadian and US equities, investment funds, fixed income and technical analysis, this group provides invaluable research to our strategic portfolio recommendations.
Wealth Management Group : These experts provide an integrated and multidisciplinary wealth management process that covers all aspects of managing, protecting and transferring wealth for our clients.
BMO Bank of Montreal: Our team includes contacts at Bank of Montreal (BMO). BMO provides comprehensive lending advice and tax-effective lending strategies with respect to mortgages, RRSP loans, TFSA loans and investment leveraged loans.
Our Partnership with LDIC
We believe in collaborative teamwork and our clients appreciate having their financial affairs wholly managed according to plan, with the utmost professional care.
Our Services
The Kaszas Altberg Group has the ability to provide its clients with all the wealth management services they require. This consolidation of services makes it easier for clients to spend time doing what they enjoy most in life. We work hard to offer our clients an extensive range of financial products and services to further benefit their financial situation.
Our services include the following:
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| - Investment Solutions
- Financial Planning
- Estate and Insurance Services
- Group Pensions & Benefits
- Charitable Giving Programs
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For a detailed account of The Kaszas Altberg Groups approach to investing please feel free to contact a member of the team.