Our treasury advisory & investment management team is dedicated to providing municipalities, institutions, foundations, endowments, and other organizations with the best tools, products, and guidance. We always focus on the needs of our clients, safeguarding their interests above all else. We may provide detailed, specific guidance based on your organization's unique situation, and work collaboratively alongside your treasury officials to achieve the best results. Our goal is to help increase risk-adjusted returns for treasury monies while they are waiting to be deployed. Our advisory team has experience with government bodies, major banks, pension funds, and industry leaders. We are committed to understanding your unique situation, and supporting your organizational goals. We also offer brokerage services with very competitive institutional pricing.
Our team is well aware that knowing the landscape in a challenging environment is crucial to reaching our clients’ goals. We've been innovating for over two decades, which has given us the knowledge, expertise and process to quickly start and support new client relationships well. No matter your situation, our team consistently provides value through our expert advice and strategies, custom institutional product development, and a full range of investment products and related services addressing the short, medium and long-term goals of our clients.
We would be proud to help your team by delivering timely expert advice. Contact us to arrange a no-cost, no-obligation, individualized consultation, covering any questions or topics you'd like to discuss. We can talk over the phone, via Skype or email, or in person - whatever is easiest for you.
As part of National Bank Financial, the Bruton Investment Group has the right platform and partner to deliver what municipalities and institutions across the country demand –an investment industry leader and innovator with major bank backing.
The Bruton Investment Group is proud to serve institutional clients with 2 Billion in assets under administration (AUA). We have helped our clients achieve their goals in challenging markets over the last 20 years. We understand the need for municipalities and institutions to preserve capital, maximize risk-adjusted return, and maintain liquidity. Our team has decades of experience in treasury and investment management. We’ve set ourselves apart by consistently providing high value, excellence in service, and strong risk-adjusted returns. As a team, we maintain strong relationships with the fixed income and structured products desks of all the major investment broker /dealers in Canada. This allows us the ability to create tailored investment solutions across several issuers to address very specific goals and needs.
Richard Bruton was recognized by the federal and provincial governments for his contributions to the community. He received multiple commendations, and was the recipient of the Queen Elizabeth II Diamond Jubilee Medal.