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National Bank Financial - Bruton Investment Group

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Financial Management

About Us

Bruton Investment & Wealth Management team members understand the importance of the investments and savings of their Valued Clients, and as such, are committed to earn their trust by always acting in their best interests at all times, by following a disciplined and organized approach to investment and wealth management, and by developing investment and wealth management strategies to work and produce results.

Through a disciplined investment process and outstanding service, Richard?s team is proud to have become important members of the advisory teams of its Clients which may include Accountants, Tax, Legal, and Management experts.

In order to understand its Clients, and tailor its advice and services to best serve them, Richard and team acquaint themselves with them through a detailed interview process. By this, team members determine a Client?s financial position, plans for the future, goals, objectives, investment knowledge, risk aversion, and everything of particular importance. Only then is a tailored-to-Client Wealth Management Plan and Investment Policy Statement developed for the Client?s approval and implementation.

After implementation, Richard and team monitor Clients? investment portfolios, recommend changes when necessary, meet regularly to discuss their objectives and goals, investment performance, update Wealth Management Plans and Investment Policy Statements. This ensures the team focuses always on achieving what is important to its Clients.

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Richard Bruton - Senior Investment Advisor
Damian Bruton - Associate Investment Advisor
Ana Bruton - Associate - Administration and Business Promotion

 
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