Is the 60/40 Portfolio Dead? The Future of Private Market Investing

100 Queens Quay East

100 Queens Quay East, M5E 1V3, Toronto, ON, Canada

Baumbach Wealth Management

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Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your goals and expectations.It's also about controlling what you can and protecting what you can't. And that's where we can help. Over the years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - live life. On their terms.Our team works with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to maximize returns while minimizing tax and risk. As part of your Advisory team, we engage our in-house Tax & Estate Planning professionals who will develop a holistic Wealth Plan for you to address any estate, tax, philanthropy, insurance and business succession needs you and your family may have.