BROWN BATE WEALTH ADVISORY GROUP

Our process is a partnership with our clients, which allows us to address what's important to you first. We create a unique plan incorporating your goals and prioritizing issues... We work as partners with our clients to guide them through the process of defining success in their own terms, using these goals to successfully manage their wealth and create lasting legacies. We consult with a number of specialized practitioners in the areas of tax, estate planning and charitable giving, all within our firm and the community at large... Wealth is personal and complex. We work to create sophisticated, tailored wealth solutions for high-net-worth individuals and families.

Also known as: Brown Bate Wealth Management Group

Primary location: Toronto