The Basran Wealth Management Group

 

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

• Professional athletes 

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

Recent Accolades & Media 

Jerry S. Basran has been recognized as one of Canada’s Top 150 Wealth Advisors, an inaugural ranking by The Globe & Mail’s Report on Business and SHOOK Research. Jerry has received this prestigious award based on a multitude of factors, including client service and best practices, industry expertise and growth – establishing themselves as a leader in the wealth management field. 

To learn more about the methodology and qualifications for this award click here. 

 

In a recent feature by the Globe and Mail, Jerry S. Basran describes his approach in building trust and instilling confidence in clients with unique cultural backgrounds. Click here to read how Jerry’s upbringing has inspired his big-picture mindset and comprehensive process which has allowed countless clients to achieve their long-term goals, while creating a positive impact on the communities he serves.

Client Testimonials

Jerry has managed our investments for over 15 years. Jerry was instrumental in guiding me through setting up the MD corporation as well as consistently providing proactive advice as my business interests have evolved. The honesty, integrity, knowledge, performance and accessibility of Jerry and the team are just a few reasons why my family and I have never looked back. Jerry continues to work closely with my accountant and lawyer as my personal, corporate, and family dynamics evolve incorporating ongoing tax and estate planning strategies. His "Protection first" investment philosophy gives me the freedom to step back and focus on my family and business life knowing we are in the care of a consummate group of professionals.  
- Dr. James Bond: Chief of Thoracic Surgery, Surrey Hospital & Fraser Health Authority 

 

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

 

As both an accountant and a client, I can say with confidence that Jerry possesses a high level of tax related knowledge that allows him to provide valuable solutions to clients with complex situations. The Basran Wealth Management Group provides excellent customer service – team members are quick and thorough in their responses, while being personable and professional. Given the full range of services offered, weekly comprehensive market commentaries, strong portfolio performance and Jerry’s in-depth comprehensive knowledge in areas such as tax planning, succession planning and estate planning, I am happy to continue referring my clients to this team

- Bill Gill: Crowe MacKay LLP