About Us

The Cork Brazeau Group represents unique investment counsel, specializing in private endowment and high net worth individual wealth management. Our specialty is to replicate the process that large institutions, such as pension plans, use to forecast future funding liabilities, identify acceptable risk parameters, and invest accordingly.

We serve clients that include high net worth Canadians, private or public endowments, registered accounts, and family corporations. We tie together investment management consulting with a financial planning approach. Our clients tend to be delegative, concerned about protecting and preserving their wealth, and understand that the key to their investment success relies on a strict adherence to an investment policy and an asset allocation that makes sense regardless of the market environment.

In managing money, The Cork Brazeau Group are leaders in employing discretionary managed accounts offered through ScotiaMcLeod in partnership with Northern Trust Global Advisors. These portfolios are structured to manage risk and achieve realistic targets for return, while trying to minimize the volatility associated with stock and bond markets.

Our belief is that in order to be a successful investor we have to do four things well.

First, we implement a very specific written financial plan and investment policy statement.

Second, we clearly define the investment process that will execute the financial plan and investment policy statement to meet your goals and objectives.

Third, we carefully review your goals, objectives, and changing circumstances that impact your plan annually or as needed.

Finally, after full review, we rebalance your portfolio to respond to changing market conditions.