Brooks + West
Finance · Canada · 1-10 Employees
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Overview
Headquarters
404 75 Navy St, Oakville, Ontario, L6J 2...Phone Number
(416) 670-1955Website
www.brooksandwest.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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1
About Brooks + West
Brooks + West is an independent intergenerational wealth advisory firm that specializes in providing custom financial advice to high net worth individuals, families, professionals, and entrepreneurs. The firm focuses on personalized investment portfolio management, risk mitigation, and enhancing financial well-being through open communication and transparency. They also offer services related to family dynamics, including mediation and financial strategies for separation and divorce. With a commitment to honesty and resourcefulness, Brooks + West aims to preserve and grow their clients' wealth over the long term.Explore more
Brooks + West Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Brooks + West
<$5M
1-10
Private
-
2021
BL
Brian LaverySenior Portfolio Manager & Chief Compliance Officer
Company Profile Activity
Activity Insights
Brooks + West is experiencing very low activity levels compared to other companies in the Finance sector.
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Brooks + West is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brooks + West.
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Brooks + West is an independent intergenerational wealth advisory firm that specializes in providing custom financial advice to high net worth individuals, families, professionals, and entrepreneurs. The firm focuses on personalized investment portfolio management, risk mitigation, and enhancing financial well-being through open communication and t... Read More
