Berry Wealth Management
of RBC Dominion Securities

Berry Wealth Management Group

Our most valuable asset : YOU

A personalized approach

For more than 25 years in Wealth Management, our expertise allows us to offer a highly specialized approach that seeks capital preservation, growth and tax efficiency that meets the needs of each client.

Our clients, who are mainly healthcare professionals and business owners, benefit from a personalized approach that takes into account the global vision of their wealth and therefore able them to grow their assets from generation to generation while providing them with peace of mind.

Our investment philosophy is focused on long-term capital growth and identifying and mitigating risks through appropriate strategies. Inspired by the industry’s best portfolio managers, we apply winning concepts for the benefit of our clients.

Surrounded by professionals and a dedicated detail-oriented team, our vision is based on excellence. We offer a complete range of financial services that are tailored to their personal needs.

Our area of expertise

• Personalized portfolio management.
• Corporation portfolio management.
• Tax planning and investment optimization.
• Retirement planning.
• Estate planning.
• Risk management and insurance solutions.
• Banking solutions.
• Philanthropy.

What sets us apart

Along with Our attentiveness, Our advice, and Our support.

• A complete range of product and services
• A proven process.
• Une expertise reconnue.
• A long terme partnerships.
• A vision for the future.

For more information, please contact us.