Independent Investment Advice

Bereskin Investment Advisory Group specializes in providing investment and financial planning services to high net worth clientele. We employ a quality-value investment methodology to preserve and grow our clients' capital over the long term. Our offices are located in the Greater Toronto Area and our branch consists of a close-knit group of dedicated financial professionals, currently managing approximately 7 billion dollars in client assets.

 

Global Insight Monthly

Download The Global Insight Monthly for an in-depth review on:

  • Major market moves this month
  • RBC's investment stance
  • Global equity and fixed income analysis
  • Leading market index performance
  • Economic indicators
  • Currency and commodity markets
  • Key forecasts
  • Upcoming events to watch

Download now

Global Insight 2021 Midyear Outlook

Download the Global Insight 2021 Midyear Outlook for an in-depth review on:

  • Global equity
  • Regional equity
  • Global fixed income
  • Regional fixed income
  • Commodity
  • Currency 

Download Now

Rates

“e” for a tree

Switch from paper to electronic documents, and we’ll plant a tree in your honour in partnership with Tree Canada. 


e-for-a-tree

In celebration of Earth Day 2020, together with the RBC Foundation, we are pleased to announce our partnership with Tree Canada.

We will plant a tree in your honour through Tree Canada’s National Greening Program when you do any of the following:

  • Enrol in WM Online to quickly and easily access your important account information, send and receive secure messages from us, and much more – all through your computer, tablet or mobile device. You can sign up by clicking here.
  • Switch to paperless eDocuments to safely view your account statements, tax documents, trade confirmations and more through WM Online, instead of receiving printed copies in the mail. Here’s how to sign up.
  • Set up online banking so you can transfer the funds you need between WM Online and RBC Online Banking, without ever having to leave your home. Here’s how to get started.

By switching to eDocuments, you can help achieve our goal of reducing our paper production by 1,547.75 metric tonnes. Plus we will plant a tree in your honour when you switch before August 30, 2020.

It’s easy to get set up for our online services. Simply contact us and we will walk you through the process.

There are no events to show

There are no events to show

COVID-19 update

Across Canada, we’re all doing our part to fight the COVID-19 pandemic, whether it’s changing our daily routines or providing essential services on the front lines. 

At RBC Wealth Management, we remain fully operational, with most of our employees continuing to provide clients with investment management and wealth planning from their home offices. Using secure technology, our employees have seamlessly made the transition to working offsite, and we have introduced several new digital tools to help us open and service accounts remotely. At all times, we safeguard our clients’ personal and financial information to protect their privacy and confidentiality.

The health and safety of our employees and clients remains paramount, and at this time we continue to invite our clients to work with us through video meetings, phone and email, instead of in-person meetings. We also invite our clients to utilize our various digital services. This includes our private client website, RBC Wealth Management Online, which we recently upgraded to make digital enhancements for the future. With RBC Wealth Management Online, clients are able to view their account information, send us secure messages, transfer funds, and more, all from the safety of their homes.

Thank you for your continued business and for your understanding during these unprecedented times. If you have any questions or concerns, we encourage you to contact your RBC Wealth Management representative.

For timely information on COVID-19 and its implications for investors, please visit our coronavirus market impacts page.

For other information about COVID-19, please visit the World Health Organization and the Government of Canada Public Health Services websites.