Who We Are
What We Do
Our Process
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WhAT WE DO
Every wealth professional has a process,
but ours is different.
Risk Planning & Management
Wealth Planning & Management
Integrated team of advisors
RISK PLANNING & MANAGEMENT
Risk mitigation and management
Living benefits and life-based insurance products
Advanced product structure and tax-optimization strategies
Group and individual benefits, including pension investment products, disability, life, critical Illness and related services
Wealth PLANNING & MANAGEMENT
Pre- & post-retirement wealth planning
Discretionary portfolio management
Inter-generational wealth transfer
Asset allocation strategies
Tax-optimization strategies
Charitable giving & foundations
Individual Pension Plans & RCA’s
Business continuation & succession
Integrated team of advisors
We work with your trusted advisors in the following fields:
Estate planning & trust
Group benefits
Tax planning & minimization strategies
Legal
Accounting
Actuarial
Contact Us
By referral only.
Location
570 Brant Street
Burlington, ON L7R 2G8
Contact
info@baywestgroup.com
(905) 639-6443
Hours
Monday - Friday
8am-4pm ET