web.richardsonwealth.com Open in urlscan Pro
15.222.58.248  Public Scan

Submitted URL: http://bhunter.ca/
Effective URL: https://web.richardsonwealth.com/brad.hunter/
Submission: On February 19 via api from US — Scanned from CA

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    <h1>Hunter Team</h1>
    <h3>Our passion is managing investments for you</h3>
    <p>Each member of our team grew up in a family business. Wealth management and family are integrated into us. We strive to have relationships with our clients like they are our own family members. We’re driven to provide financial solutions in
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    <p>As a discretionary Portfolio Manager, we put an Investment Policy Statement in place to guide our strategies&nbsp;used to manage investments. We proactively do all the work of managing securities in your accounts, including administration,
      planning, reporting, and regularly communicating with you. Discretionary management gives us the flexibility to find the right opportunities that fit your values and goals, freeing you from having to make constant and numerous decisions.</p>
    <p>We work collaboratively with you and interactive online software that can model decision outcomes — from financing renovations to knowing when to retire – to help us understand exactly how it will impact your future finances. We include you in
      the development of your financial plan and strive to make the plans deep and meaningful.</p>
    <p>We are more than just relationship managers. We strive to provide in-depth knowledge about financial products, strategies, taxation, and administration. For the past 25 years, we’ve built our legacy around an analytical approach to wealth
      planning. Our blend of entrepreneurial thinking combined with a background in accounting means the process we undertake for our clients is carefully assessed while being broad in scope.</p>
    <p>We’re selective about our clients. We work with successful professionals and business owners that care about the details but are comfortable with delegation to experts in their field. We’re long-term in our approach. Money needs to have
      meaning — the rate of return on your investments is part of a wider goal to find a balance between the financial resources you have and how they support your lifestyle.</p>
    <p>We value honesty, transparency, persistence, hard work and humility. We believe money must have meaning to be managed properly. We strive to be your personal financial advocates.</p>
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    <table cellpadding="20" role="presentation" style="width:100%;">
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          <td style="background-color: rgb(137, 12, 88);"><span class="ckePara"><span style="color:#ffffff;">Tax &amp; Estate Planning</span></span><br> <span
              style="color:#ffffff; font-family:Georgia, Garamond; font-size:28px; line-height:0.9;">Strategies&nbsp;</span></td>
        </tr>
      </tbody>
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    <p>&nbsp;</p>
    <p class="ckePara">Learn about strategies to help protect and enhance your wealth from our Tax &amp; Estate Planning professionals.</p>
    <p class="ckePara"><br> <span style="color:#890c58;"><strong><span style="font-size:18px;">2021 year-end tax planning checklist</span></strong></span></p>
    <p class="ckePara">Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your
      overall finances.</p>
    <p class="ckePara"><a href="./tax-estate-planning-strategies?lang=en_US">View article</a></p>
    <p class="ckePara">&nbsp;</p>
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    <p style="padding-bottom: 0"><img alt="Train arriving, symbolizing timely insights" src="/documents/10243/1614005/insights_train.png/3fbb1c7e-d9fa-47f7-976c-989dd3502c33?t=1538510085151" style="float: left;"></p>
    <table cellpadding="20" role="presentation" style="width:100%;">
      <tbody>
        <tr>
          <td style="background-color: rgb(137, 12, 88);"><span class="ckePara"><span style="color:#ffffff;">Market research</span></span><br> <span
              style="color:#ffffff; font-family:Georgia, Garamond; font-size:28px; line-height:0.9;">Insights&nbsp;</span></td>
        </tr>
      </tbody>
    </table>
    <p>&nbsp;</p>
    <p class="ckePara">Get the latest market insights and trends from our internal research experts.</p>
    <p class="ckePara">14 February 2022<br>
      <font color="#890c58"><span style="font-size:18px"><b>2%</b></span></font><br> <a href="https://www.richardsonwealth.com/docs/default-source/market-ethos/market-ethos---two-percent---14-feb-2022.pdf" target="_blank">View article</a>
    </p>
    <p class="ckePara">31 January 2022<br>
      <font color="#890c58"><span style="font-size:18px"><b>Bubbles, biases &amp; broken dreams </b></span></font><br>
      <a href="https://www.richardsonwealth.com/docs/default-source/market-ethos/market-ethos---bubbles-bias-broken-dreams---31-jan-2022.pdf" target="_blank">View article</a>
    </p>
    <p class="ckePara">&nbsp;</p>
    <p class="ckePara">&nbsp;</p>
    <p class="ckePara">February 2022<br>
      <font color="#890c58"><span style="font-size:18px"><b>Trend reversals</b></span></font><br>
      <a href="https://www.richardsonwealth.com/docs/default-source/investor-strategy/2022-02-rwl-investor-strategy---trend-reversals.pdf" target="_blank">View article</a>
    </p>
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          <td style="background-color: rgb(137, 12, 88);"><span class="ckePara"><span style="color:#ffffff;">What our clients say</span></span><br> <span
              style="color:#ffffff; font-family:Georgia, Garamond; font-size:28px; line-height:0.9;">Testimonials</span></td>
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    <p class="ckePara">Hear what our clients have to say about working with our team</p>
    <p><em>"We have been fortunate to have Brad look after our investments for 12 years and it is a great pleasure to write this recommendation. His honesty and integrity is unquestioned and Brad's focus on his clients is unwavering. He is a trusted
        advisor who is an asset to anyone with whom he works and I am pleased to provide my highest recommendation.”</em></p>
    <p>— Corey</p>
    <p><a href="./client-testimonials">Read more</a></p>
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HUNTER TEAM



Click here to learn more about our team



HUNTER TEAM


OUR PASSION IS MANAGING INVESTMENTS FOR YOU

Each member of our team grew up in a family business. Wealth management and
family are integrated into us. We strive to have relationships with our clients
like they are our own family members. We’re driven to provide financial
solutions in our clients’ best interest as we would for any member of our own
family.

As a discretionary Portfolio Manager, we put an Investment Policy Statement in
place to guide our strategies used to manage investments. We proactively do all
the work of managing securities in your accounts, including administration,
planning, reporting, and regularly communicating with you. Discretionary
management gives us the flexibility to find the right opportunities that fit
your values and goals, freeing you from having to make constant and numerous
decisions.

We work collaboratively with you and interactive online software that can model
decision outcomes — from financing renovations to knowing when to retire – to
help us understand exactly how it will impact your future finances. We include
you in the development of your financial plan and strive to make the plans deep
and meaningful.

We are more than just relationship managers. We strive to provide in-depth
knowledge about financial products, strategies, taxation, and administration.
For the past 25 years, we’ve built our legacy around an analytical approach to
wealth planning. Our blend of entrepreneurial thinking combined with a
background in accounting means the process we undertake for our clients is
carefully assessed while being broad in scope.

We’re selective about our clients. We work with successful professionals and
business owners that care about the details but are comfortable with delegation
to experts in their field. We’re long-term in our approach. Money needs to have
meaning — the rate of return on your investments is part of a wider goal to find
a balance between the financial resources you have and how they support your
lifestyle.

We value honesty, transparency, persistence, hard work and humility. We believe
money must have meaning to be managed properly. We strive to be your personal
financial advocates.





Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax &
Estate Planning professionals.


2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take
some key steps before the end of the year and early in the new year from a
tax-planning perspective that can make a positive impact on your overall
finances.

View article

 



Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

14 February 2022
2%
View article

31 January 2022
Bubbles, biases & broken dreams
View article

 

 

February 2022
Trend reversals
View article



What our clients say
Testimonials

 

Hear what our clients have to say about working with our team

"We have been fortunate to have Brad look after our investments for 12 years and
it is a great pleasure to write this recommendation. His honesty and integrity
is unquestioned and Brad's focus on his clients is unwavering. He is a trusted
advisor who is an asset to anyone with whom he works and I am pleased to provide
my highest recommendation.”

— Corey

Read more





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