Our role is to help you to assemble a comprehensive team of wealth management specialists including portfolio managers, tax and estate planning specialists, alternative investment managers, and insurance specialists.
For Public Market investments we recommend working with an independent portfolio manager that specializes in reducing risk and volatility. Someone who takes the time to get to know you and your objectives and possesses the knowledge and expertise to help you achieve them. Through Rethink and Diversify's Portfolio Management partners you are more than an account number. We work alongside your personal portfolio manager to ensure that you understand what you are invested in and why – leading to greater comfort that your investments align with your objectives and giving you greater confidence in your plan.
Rethink and Diversify has developed relationships with several Portfolio Managers across Canada. Each portfolio management firm has a unique investment strategy, and our team will refer you to a Manager that is well suited to your particular objectives.
Tax and Estate Planning
Effective Tax and Estate planning requires comprehensive strategies which include full integration of both legal and financial aspects. We recommend working with Tax and Estate professionals that utilize an all-inclusive approach to ensure that your living goals are met and your legacy is fulfilled. Bridge Advisory is happy to provide a referral to one of our select Tax and Estate planning partners to ensure that your investment plan and your Tax and Estate plan are fully aligned.
Insurance Services
Protecting your assets, your health, and your ability to generate income is a vital part of your financial plan. Bridge Advisory has established relationships with some of the leading independent insurance providers in the region, and we would be happy to refer you to a provider that is well suited to your goals and needs. Our network of professional insurance providers can help you to create an insurance plan that can help to address concerns around business succession, tax minimization, and help to ensure that you and your estate are protected from the unexpected.
