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.


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

20 September 2021
Welcome to the backside of the inflation spike
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13 September 2021
MPT, we have a problem
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September 2021
Normalizing
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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