A focus on strategic philanthropy

There has never been a better time to build your wealth and secure a lasting legacy

We provide a variety of wealth management services for select individuals and corporations. Tailored to you, we offer effective asset allocation and tax strategies that are continually adjusted to accommodate your changing needs and the realities of today’s markets. Fundamentally, our goal is to protect and preserve your capital, allowing it to prosper.

Bob Goldberger proudly supports the community and specializes in assisting clients to build meaningful legacies and donate to their chosen charities most effectively.
 


For more information about my charitable giving strategies as featured in the Financial Post, click here.

If you would like a free copy of my charitable giving brochure, contact me by email or phone at 416 512 3663.


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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

12 April 2021
The path to normal
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29 March 2021
Value continues its comeback
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April 2021
Investor Strategy: Another great quarter to be an investor
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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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