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We understand that while investment management is the core of wealth management, financial and estate planning are also essential to stewarding your wealth in alignment with your life goals and values. With this in mind, we offer unparalleled comprehensive wealth management services. Our team includes the best of the best — top professionals with specialized expertise and experience with wealthy investors.
At the Bruce Kent Group we are leaders in investment management, while enjoying the unique position of offering a full range of financial planning and wealth management services at the highest level, guided by sound business judgment and years of experience.
If you are seeking outstanding portfolio management and comprehensive wealth management, we would be pleased to discuss how we can put our experience and investment philosophy to work for you.
To meet with us, please call Nathalie Roussin, Vice President and Wealth Advisor or Sholom Tabak, Vice President and Wealth Advisor at 514-878-7292
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