A Match Winning Wealth Strategy
While the Bruno Normandin Team specializes in portfolio building and portfolio management, we know that there is more to long-term asset accumulation than day-to-day investment advice and portfolio performance—important though they are.
Accordingly, the Bruno Normandin Team is equipped to advise you on a broad range of other important financial issues. We call this total wealth management.
These issues include financial, tax, and insurance planning. They embrace will, estate and retirement guidance. And they cover legacy and inter-generational wealth transfer.
We believe that all of these issues are connected and that no credible, comprehensive match winning wealth strategy can afford to ignore them.
