Disciplined & Comprehensive
Wealth Management

For 50 years, we have provided clients with comprehensive professional and personalized service.

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Bush Associates Ltd. is a fully integrated investment counselling firm serving individuals, families, estates, trusts and investment holding companies. Each investment portfolio is managed separately and designed to meet each client’s unique investment objectives and constraints.

Bush Associates Ltd. offers full discretionary management of individual investment portfolios as well as related services including estate and tax planning, tax return preparation and filing, corporate accounting and the payment of household accounts.

Headquartered in Montreal, Bush Associates Ltd. is registered as an investment counselling firm in Quebec, Ontario, Nova Scotia, Alberta and British Columbia. We have clients in all those provinces as well as in the United States, England, Ireland, France, Norway and Sweden.

Why Bush Associates

For 50 years, Bush Associates Ltd. has been providing value added investment and wealth management services to our clients. We consistently deliver;

Highly professional and personalized service
A comprehensive approach to wealth management
Independence that allows us to always act in the best interest of our clients
A highly experienced and educated investment team with little turn-over
A trusted network of experts to assist with all wealth management needs
Proven, conservative investment strategies that meet our objectives of capital preservation and long-term growth

Our Clients

We understand our clients have an abundance of choice in selecting an investment manager, and their decision to partner with us drives us to consistently deliver the professional and personalized service they rely on. We value the long-term partnerships we have with our clients and always work in their best interest. Our clients trust us to consistently deliver on our objectives of capital preservation and long-term capital growth.

Whether preparing for retirement, buying or selling a business, or providing intergeneration wealth, financial matters can be complex and at times overwhelming. We pride ourselves on the confidence our clients have in us to provide step-by-step guidance as we advise and navigate them through these sometimes complicated events. They also rely on us to, when necessary, introduce them to a team of like-minded professional partners to assist in all aspects of their financial matters.

Our clients are our partners. And in any true partnership, we value consistent, frequent and open conversations and the sharing of ideas. It is a privilege to work with each and every one of our clients in realizing their investment goals.