David Bluteau of the Bluteau Caseley Wealth Management Group, has been recognized second year in a row as one of the best Advisors in Atlantic Canada.
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.
At Bluteau Caseley Wealth Management Group, we've been working with physicians for over 30 years. With that being said, we understand that each person's financial goals are unique - which is why it's important for us to hear your story first.