We discuss your current situation, what makes you happy or unhappy about your investments and what you would like to focus on to get the best outcome.
Turn Around Within a Week
We review your performance in
the context of your overall plan.
We check the track record and
assess the likelihood of achieving
your desired goals. In this step
we evaluate risk, existing asset
allocation, fees and cashflow.
Deliver Second Opinion
We inform you if your current plan
is on track and if you will achieve
your goals. If minor adjustments
should be made we will make
a recommendation; if there are
significant problems we will
offer our services.
The Stuchberry Group is a personal portfolio management platform for affluent Canadians with an exceptional track record. We pride ourselves on our investment performance over a nearly two-decade time frame, and providing five-star service so you can focus on what you enjoy most.
150 King Street West Suite 1501 - P.O Box 60 Toronto, ON M5H 1J9
Get In Touch With Us
Please send us a message with any questions you may have.