Independent Expert Advice.
Personalized Collaborative Solutions.
Led by Mark Begg, CFA, MBP Sterling Partners is one of the largest advisory practices in Canada, managing over $2.5B in assets. Given our focus on high net worth individuals, families, foundations and business owners, we have built a robust team of Portfolio Managers, Investment Advisors and support staff who have a deep understanding of the full spectrum of unique wealth planning circumstances. In fact, our average number of client households per Investment Advisor is less than 50% of the industry average, ensuring that our practice has the capacity and bench strength to always be accessible to our clients. Our story is unique – several distinct and highly successful practices have come together as complementary partners under one powerful banner:
MBP Sterling Partners at Richardson Wealth
Although our name has changed, rest assured that your points of contact remain the same, and you will continue to benefit from the same Sterling Standard and level of service provided by your existing advisor, with the additional bench strength of our fully integrated team.