The Bluteau Caseley Group follows the Family Office approach to
wealth management, providing comprehensive and integrated wealth
management services to meet the needs of professionals. The Family
Office can coordinate and implement a strategy to meet the financial
objectives of individual professionals.
We strive to build a professional friendship with each of our clients based on shared values and trust. This lasting relationship, and our commitment to consistently provide excellent personalized service and competitive investment performance, enables each of our clients and their families to achieve financial security and lifestyle goals. We are remembered and referred to others for much, much more than simply providing technical support.
Our approach is based on discipline in the formation, implementation, and monitoring of a plan that meets our clients' financial lifestyle objectives.
We exist to have a positive impact in people's lives, by building long-term relationships with our clients and our community, leaving them better off for having partnered with us.
Managing over $350 million of assets
Greater than 99% client retention rate
Less than 1% employee attrition
Over 80% of new clients join us from referrals
The preferred choice for Incorporated Physicians in N.S.
Our client-to-support staff ratio sets us apart in the industry