Leading Investment and Wealth Management Advisors serving institutions, businesses, and families.
RICHARD BRUTON and his team of professionals at NATIONAL BANK FINANCIAL - WEALTH MANAGEMENT bring some 80 years of global investment and wealth management expertise to their clients. The team, known as Bruton Investment Group, helps clients achieve their cash and investment portfolio management goals and objectives confidently, backed by NATIONAL BANK FINANCIAL - WEALTH MANAGEMENT and broad range of expertise and services from the NATIONAL BANK GROUP AND ITS AFFILIATES.
Through tailored to client strategies and investment products (such as structured investment products), the team is focused on the preservation of capital, providing the necessary liquidity to address individual client needs, maximizing risk-adjusted returns within set IPS parameters, and tax efficient investing.
For the first twenty years of his career, Richard served in several progressive Financial Management capacities at major industrial corporations in the chemical and construction industries, as Financial Officer, Chief Accountant and Real Estate Investment Analysts at a major Pension Fund, as Chief Financial Officer of a Canadian Bank, as well as Equity Research Associate and Investment Analyst with Canada’s leading Investment Dealer- Brokerage Houses.
In addition to a Bachelor of Commerce Honours degree, Richard continued his studies through the Canadian Securities Institute, and has practiced as an Investment and Wealth Management Advisor and Investment Broker since 1997.
Company Details
- Employees
- 3
- Address
- The Exchange Tower, 130 King Street West, Suite 3200,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Investment Portfolio Management, Corporate and Institutional Cash management, Retirement Planning, Business Succession Planning, Estate Planning, Goals Based Investment, Investment Policy Statements, Risk Management, Tax Efficient Investing, Tac Efficient Multi-Generational Transfer of Family Wealth, GICs, Exchange Traded Funds, Mutual Funds, Principal Protected Notes, Stocks, Bonds, Money Market Instruments.
- HQ
- Toronto, Ontario
Bruton Investment Group, Part Of National Bank Financial Questions
Bruton Investment Group, Part Of National Bank Financial's website is http://www.brutoninvestmentgroup.ca
Bruton Investment Group, Part Of National Bank Financial's LinkedIn profile is https://ca.linkedin.com/company/brutoninvestmentgroup
Bruton Investment Group, Part Of National Bank Financial has
3 employees.
View email and phone details for 3
employees at Bruton Investment Group, Part Of National Bank Financial.
Bruton Investment Group, Part Of National Bank Financial's industry is
Investment Management
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Bruton Investment Group, Part Of National Bank Financial's categories are Investment Management
