BWMis a family run investment firm located in the heart of the Glebe, Ottawa. We are a full-service investment brokerage in partnership with Manulife Securities Incorporated. We are not bound to use any specific investment solutions. We make recommendations based on our client's needs and objectives.
Our goal is to help Canadian investors access wealth opportunities via our trusted strategies and sound investment advice. We are investment professionals, this is all we do. Through our firm, clients can access global investment opportunities. Specifically, our clients can tap into worldwide sources of investment income, not just Canadian listed companies or indices. Firstly, we guide our clientele by getting to know them personally with a goal of determining if they are on the right path to achieving their retirement objectives.
What we bring to the table We offer the privacy and confidentiality of a small boutique investment firm backed by the security and resources of Manulife Securities Incorporated. For over 30 years, we have provided solid financial advice to clients of all levels of investment knowledge and phase of life. Manulife Securities Incorporated is a full-service investment brokerage with assets under administration of $35.6 billion. Client portfolios are managed locally by Beckman Wealth Management and held in trust with Manulife Securities Incorporated in Waterloo, Ontario, an IIROC dealer member. IIROC is responsible for monitoring the compliance of its regulated firms and their registered employees with rules related to business conduct, financial operations and trading practices.
Call us for a consultation: 613 680 2600 or toll free at 1 844 545 0473 1041 Gladstone, Ottawa, ON, K1Y 3G3
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