The Basran Wealth Management Group

The Basran Wealth Management Group provides top-level wealth management services and investment advice to established business owners, high-net-worth individuals, institutional fiduciaries and family offices. With personalized assistance in choosing investments to meet your needs and expectations, we balance risk with opportunity while continually looking for new growth potential. With an unbiased approach along with independent thinking we enable you to make informed decisions about the management of your wealth. Jerry and his team provide a complete range of wealth management services designed to your unique specifications.

Jerry and his team provide comprehensive wealth management services and investment advice for a select group.
Our generationally focused clients include:

• Working and retired high-net-worth individuals and business owners

• Family offices

• Executives

• Medical professionals

• Not for profit and institutional organizations


Jerry works closely with clients and their financial representatives – accountants, lawyers, private bankers, business managers – bringing discipline and surety to complex financial decisions. From portfolio management to estate planning to business succession, Jerry ensures affluent individuals have a complete strategy for dealing with all aspects of their wealth. Jerry’s “big picture” mindset and independent approach gives clients the freedom to focus on what’s important in life, while maintaining control over their finances. The result is increased confidence and greater peace of mind.


Core Principles:
• Assessment of total wealth needs
• “Protection first” investment philosophy
• Independent analysis of all opportunities
• Proactive assessment of risk
• Partners in success

 

The Basran Wealth Management Group Process

By coordinating the various aspects of your wealth. We provide personalized solutions that fit your lifestyle so you may derive the most benefit from your situation. Our proven process is designed to achieve a complete understanding of your goals and circumstances so we can deliver a complete service to meet your needs.

Our process will walk you through the foundational steps we use to build your financial plan. We start by learning everything we can about you: your family, your hobbies and your goals. It is from these in-depth conversations that we create a customized financial plan, which will serve as a guide to help you pursue your goals.

Financial Success Requires the Right People

WEEKLY RECAP

Our Market Watch Weekly Recap provides market insights each week. Each newsletter reflects on global market and macroeconomic trends for the past week aimed to navigate and educate you along the way.

Client Testimonials

Jerry has proven time and time again to have thoughtful and insightful investment recommendations. He always displays a great deal of common sense and insight, and is acutely aware of our needs on an ongoing basis – these needs always take precedence in his management of our investments. 
- Michael A. Duffy President Pacific Financial Group of Companies

Jerry has managed funds for my companies and personal needs during the past several years. Prudent funds management and Jerry's added market research have kept our returns well above TSX average. The Basran Wealth Management Team adheres to our investment asset class restrictions assuring our risk tolerance criteria is met without undo risk.
- Gordon Bylo CEO Investec Solutions Inc

Contact us

If you would like to schedule a meeting with a member of our team, or simply want a second opinion on your current investment portfolio, please fill out the form below. We welcome the opportunity to meet with you and discuss your questions.