At Bootle & Associates Private Wealth Management our emphasis on holistic planning has led us to be one of the most successful high-net worth financial planning teams in Canada.
Working exclusively with affluent clientele that have minimum investable assets of $250,000*, we provide a partnership opportunity that is as unique and individual as the clients that work with us.
Our unique value proposition is centered around a written financial plan consisting of the following:
- Actionable strategies for long-term financial success in both up and down markets
- Measurable benchmarks to measure and track your success that are based on more than just rates of return
- Detailed tax and estate planning strategies that minimizes tax liabilities and contributes to the growth of your net worth
- A probability analysis that is stress tested using real world experiences to give confidence in the direction you are heading
We welcome the opportunity to discuss your financial planning needs, however, due to the exclusive nature of our services, and the limited capacity to accept new clients, all potential clients are considered on a case-by-case basis.
*Investors with less than $250,000 investable assets may be considered on an individual basis if there is a reasonable expectation of attaining the minimum threshold in the forseeable future.