Give meaning to your investments
Founded in 1998, our team of wealth management advisors has accumulated many years of experience. We offer a personalized and proactive approach, placing you at the heart of our strategy.
At BLD Wealth Management, our mission is to:
- Be available to answer your questions and reassure you
- Make your aspirations a reality
- Anticipate challenges
- Achieve your ambitions
- Celebrate your successes
We are committed to providing made-to-measure solutions to build and protect your wealth. Financial planning is the foundation of our approach. We develop strategies tailored to your specific objectives, ensuring your investments grow while remaining secure. Our approach is to invest with a goal, allowing you to reach your final objectives.
As your local, long-term financial experts, we work side by side with you to save you the most valuable commodity: Your time.
We're honoured to manage your wealth, but what matters most to us is knowing the individuals behind the numbers. Let us be your financial compass, and steer you confidently towards your goals and give meaning to your investments.
Please allow us the privilege of having an exploratory meeting with you
Make an appointment with BLD
Discover our company
Our team stands out for its unique skills and characteristics:
- Specialized Graduate Diploma (DESS) in Taxation
- Chartered Investment Managers
- Financial Planners
- Mixed, multicultural team
Thanks to the collaborative structure of our team, we can build on each other's expertise to provide our clients with the best financial management tools.
With the help of our trusted partners, we cover tax planning, strategic wealth protection, business acquisitions/transfers and estate planning.
We are among the few brokerage teams who still are adept at managing individual stocks as well as the universe of options available: ETFs, structured notes, mutual funds and GICs.
We're open to discussing your vision and combining approaches to
achieve a perfect combination that suits you.
Our objectives and values
As your partner in financial success, we're here to support you with all your investment goals.
Honesty, integrity and knowledge are the values that drive us. Our
comprehensive financial planning service and personalized solutions
will offer you peace of mind.
Our promise
Our promise: Impeccable, efficient service. Whatever your need or question, we are committed to answering all your requests accurately and quickly. We spare no effort in growing your wealth, and we do it well.
An expert from our team is always here to assist you if your advisor
is unavailable.
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