About Us

Welcome to Brodie Curtosi & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.

Our Solutions

 

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Leadership

 Searching for a financial consultant who is approachable, honest, knowledgeable, trustworthy, wise and very capable to manage your money? Blair is the financial consultant who possesses these qualities. He has had a lengthy career and has provided us with a personalized investment plan for over 35 years! He has excellent communication skills.He has been able to explain and manage our portfolio with our best interests in mind. He has trained his team to assist clients in the same professional manner. Thank you, Blair, for your continued friendship and advice. 

Joanne P (client since 1984)

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