Our core offering can bring together wealth planning and investment management recommendations to create a wealth plan that helps you make those decisions important to you. We work together, guided by your wealth plan and carefully incorporating any changes in your circumstances, to help you reach your goals. We can also incorporate our flexible lending solutions to provide you further options for your wealth plan, which don’t necessarily require any disruption to your investments. It’s the power of our three services working in harmony that achieves the best results for you and your family.
LAWYERS, ACCOUNTANTS & CORPORATE FINANCE FIRMS
Brown Shipley has a gift for making complex financial matters easier for me to understand, which I see as a great asset. I have always felt that my finances are in a safe pair of hands."
Becoming a client of Brown Shipley was the best thing to do for our personal and financial interests. Brown Shipley want a much closer personal relationship with clients than the main banks do, which for us is hugely important."
Investing puts your capital at risk
Lending subject to status