Privacy Policy & Disclosure

Clients engage BRAEHEID for financial consulting and planning services, risk assessment, market education and to facilitate access to professional wealth management through Investment Counsel/ Portfolio Managers (ICPM) for family portfolios, estates, trusts, and foundations. Where BRAEHEID manages the wealth services process, investment counselors manage the specific investment portfolios and associated trading advice; accountants implement tax advice and lawyers provide the legal advice.
BRAEHEID provides our unique Clients with personal meetings at the different managers, where they are educated on the managers’ style, team, market expertise, and fee structure. When assets are ultimately placed, it is by Referral only.  The licensed ICPMs provide the specific and independent discretionary investment advice relative to the clients’ situation, needs and mandate per their individual KYC/Client Questionnaire and Investment Policy Statement.  As the client advocate, BRAEHEID maintains a neutral position regarding the investment portfolio manager, does not provide direction over any client accounts, and does not engage in the furtherance of any trade.
Clients of BRAEHEID open and maintain separately managed accounts where investment account assets are held in CLIENT NAME at an independent, third-party custodian or trust who are members of IIROC AND is a member in good standing with the CIPF (Canadian Investor Protection Fund).  BRAEHEID does not require nor accept direct deposits from clients.  As the client advocate BRAEHEID only utilizes investment managers/firms where the assets are held in custody, in client name.  BDMC Mortgages FSCO#10102, the Broker of Record.
Clients of BRAEHEID open and maintain separately managed accounts where investment account assets are held in CLIENT NAME at an independent, third-party custodian or trust who are members of IIROC AND is a member in good standing with the CIPF (Canadian Investor Protection Fund).  BRAEHEID does not require nor accept direct deposits from clients.  As the client advocate BRAEHEID only utilizes investment managers/firms where the assets are held in custody, in client name.  BDMC Mortgages FSCO#10102, the Broker of Record.
Clients of BRAEHEID open and maintain separately managed accounts where investment account assets are held in CLIENT NAME at an independent, third-party custodian or trust who are members of IIROC AND is a member in good standing with the CIPF (Canadian Investor Protection Fund).  BRAEHEID does not require nor accept direct deposits from clients.  As the client advocate BRAEHEID only utilizes investment managers/firms where the assets are held in custody, in client name.  BDMC Mortgages FSCO#10102, the Broker of Record.
Clients of BRAEHEID open and maintain separately managed accounts where investment account assets are held in CLIENT NAME at an independent, third-party custodian or trust who are members of IIROC AND is a member in good standing with the CIPF (Canadian Investor Protection Fund).  BRAEHEID does not require nor accept direct deposits from clients.  As the client advocate BRAEHEID only utilizes investment managers/firms where the assets are held in custody, in client name.  BDMC Mortgages FSCO#10102, the Broker of Record.

Darren Stevenson

Ten Point Financial