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Berkshire Group of Companies
Since 1986, clients of the Berkshire group of companies have entrusted us with the creation, maintenance, protection and distribution of wealth. Since 1986, we have been providing our financial planning professionals with the tools necessary to excel in this highly competitive market, allowing them to assist and guide their clients in the creation, maintenance, protection and distribution of wealth. |
Brophy Financial Planning, Ottawa
Brophy Financial Planning has a proven track record of providing sound financial planning advice to individuals and families in Ottawa and the surrounding area. We use over 35 years of experience to put ourselves in your shoes, to understand your goals, and how you feel about risk, to implement a strategy tailored to your needs. By utilizing programs that we have developed to walk you through Financial Planning, Wealth Preservation and Wealth Management, we will work together to help you retire in comfort and feel good about your future. |
Tradex Management Inc, Ottawa
Tradex was founded in 1960 and is one of the oldest mutual fund companies in Canada. Currently, Tradex has over 3,700 investors and over $184 million under administration. Tradex is 100% investor owned and operates on an “at-cost” basis. That makes us unique among Canadian mutual fund institutions. Tradex is governed by a 10 member Board of Directors, 9 of whom are volunteer Directors who are completely independent of management. Becoming a Tradex investor is easy.
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