Blakely Wealth Management BWM FAQs Scotia McLeod
BWM Family Office Print

Introducing the BWM Family Office Offering

  • We created the BWM Family Office because we identified that there was a need for an all encompassing, one stop financial solution for high net worth families.
  • You pay a single cost-effective fee which covers all services and gives you peace of mind that you and your family are well taken care of.
  • Family Office acts like a personal CEO for your family and will oversee all aspects of your financial well being.
  • You will have access to a large Team of Experts that can assist with your financial needs under the Family Office umbrella.
  • Our Family Office will help you develop a long-term vision for your family’s legacy.
     
    The BWM Advantage
  • A dedicated team of professionals working with you to achieve your long-term financial goals.
  • Objective investment advice that ensures recommendations are given based on your individual investment needs.
  • We have the ability to react quickly and change investments to suit volatile market conditions.
  • Insitutional pricing on Fixed Income investments.
  • Access to top-ranked Canadian and U.S. equity research.
  • Fees are competitive, transparent and are tax-deductible within non-registered accounts.
  • We provide you peace of mind knowing that we have your best interests in mind.
  • We work with your existing professionals to ensure tax and legal issues are addressed promptly.
  • Expert advice provided in the areas of insurance, will and estate planning, philanthropic giving, as well as tax and legal issues, as required.
What Differentiates BWM
  • The BWM Family Office gives you access to our Team of Experts who will help you effectively manage all aspects of your financial well being.
  • We provide total transparency in everything we do, you can see your specific holdings, how your investments are being managed and how your fees are being charged. You will not get this level of transparency at most other financial institutions.
  • Our practice is a true team environment and each team member is a specialist in their role. There will always be a team member available to assist you.
  • We have earned the loyalty of many long-term clients who have referred friends and family as a result of their confidence and trust in our abilities.
  • Our team of specialists offer generational education to make sure that future generations are well prepared to carry on your family legacy.
  • BWM is backed by ScotiaMcLeod, one of the largest and most respected investment firms in the country.
 

 
 
Blakely Wealth Management
Contact | Client Services | Newsletter | Community | Seminar
  • Potash rejects a takeover bid by BHP Billiton at $130US a share- stock price soars on news
  • RY's Q3 results disappoint, down 28% year over year to $0.87EPS based in part on lower trading revenues
  • CIBC reported good Q3 results, EPS of $1.66 beat expectations thanks to incresaed trading revenues and good results from the retail side of the business and lower loan losses
  • BMO reported weak Q3 results, EPS of $1.14 was below expectations due in part to weak trading revenues
  • Apple reported Q3 results with EPS of $3.51US- their highest revenue quarter ever. Sales are up 61% year over year
  • US existing home sales plunge to 3.83 million for month of July- lower than previous lows set in late 2008/early 2009 during depth of financial crisis
  • New credit card regulations come into effect Sept 1st- giving card owners a minimum 21 day grace period to make payments and statements must clearly document carrying costs and advise any future potential rate hikes
  • McDonald's released good Q2 earnings and continues to increase market shares by outspending competitors on advertising and promotion.
Site contents copyright Blakely Wealth Management Privacy Policy, Terms of Use And Site Disclaimer