The Basran Wealth Management Group

The Basran Wealth Management Group provides top-level wealth management services and investment advice to established business owners, individuals and families. 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 portfolio. Jerry and his team provide a complete range of wealth management services designed to your unique specifications.

Our 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.

Financial Calculators

We understand that organizing your financials can be an intimidating task, that's why we offer 8 financial calculators covering a variety of topics to help you get started. You can also use these to explore different types of returns, expenses, timelines and goals. We are here if you have any questions.

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.