October 22, 2016 12:24 PM ET

Capital Markets

Company Overview of Bull Wealth Management Group Inc.

Company Overview

Bull Wealth Management Group Inc. provides investment advisory and consulting solutions to high net worth families, not-for-profit organizations, and institutional investors. Its solutions for high net worth families include an understanding of the investment planning needs of families; optimized portfolio asset allocation; utilization of non-correlated asset classes; objective due diligence and continuous monitoring of independent third party investment managers and solutions; a quarterly performance and asset allocation report; and portfolio tax efficiency. The company’s solutions for not-for-profit organizations comprise fiduciary advisory solutions. Its solutions for institutional invest...

4100 Yonge Street

Suite 612

Toronto, ON M2P 2B5


Founded in 2000





Key Executives for Bull Wealth Management Group Inc.

Founder, Vice Chairman, Chief Executive Officer, President and Managing Partner
Senior Vice President
National Director of Research
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

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