Network·Family Office
📍 Toronto, ON
BULLWEALTH --> BULLWEALTH is an integrated wealth advisory and consulting firm with a global perspective. At BULLWEALTH, we invest our time to understand your needs and share our insights, so together we can make the most informed decisions that align with your overall financial goals. About BULLWEALTH BULLWEALTH was founded in March 2000 to offer integrated wealth advisory and consulting solutions to high net worth families and not-for-profit organizations. At BULLWEALTH, we invest our time to understand your needs. We take the time to get to know you in order to help you understand all of your options. We invest our time to share our insights, so together we can make the most informed decisions that align with your overall financial goals. BULLWEALTH is Independent ! Our independence means we are conflict-free to advise you on your overall financial goals. We are only compensated by you – our clients! We receive no commissions or any other fees from any other organization; nor do we own, in whole or in part, any of the underlying managers we propose. What this means is pure, unbiased consulting advice. We have a defined approach that aims to deliver superior independent and strategic consulting advice to you. ASSET ALLOCATION Asset allocation is the cornerstone of all of our client portfolios. BULLWEALTH assesses the goals for each of our clients, then optimizes their portfolio by using non-correlated, global asset classes. Once we understand our client’s specific needs, we
James Bull
President & CEO
📞 416-223-2053
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Location
Toronto, ON
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