Who are our clients?
Our clients are individuals, families, foundations, charities, corporations, professionals and business owners with investable assets ranging from $300k to $10million.
Tony Broxterman brings over 34 years experience at RBC Dominion Securities and is extremely loyal to his clients and the firm. A perennial member of RBC Dominion Securities Chairman's Council, Tony is known for his Daily and Weekly email correspondence to clients and colleagues. Tony manages and focuses on stock selection, sector weightings, asset allocation and global mix.
Over Tony's career he has cemented very strong relationships with some of the premier money managers in Canada. Tony is in constant contact with these managers to get the most timely stock and fixed income ideas for his clients.
The Broxterman Team offers clients a full service Wealth Management experience. In short, we take a holistic approach to managing your net worth. Our team uses an Estate Planning Lawyer, a Financial Consultant, a Private Banker and an Insurance Consultant to ensure that your financial needs are properly addressed.
Together, we are dedicated to delivering the best client experience in Waterloo.
Tony and his wife Shirley have lived in Waterloo for over 33 years. They have 3 children; Jennifer, Erin and Mark. Tony enjoys writing, music, playing hockey and golf.
Contact us if you would like to subscribe to The Daily Scoop, The Broxterman Bulletin Quarterly or The Fly on the Wall or if you have any questions about working with our team.