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INDEPENDENCE AND A WORLD OF CHOICE
Our professional advisors can recommendsolutions and strategies that are right for you. Whether you are looking for diversification with capital appreciation or income, we provide access to a broad range of investment strategies that are customized to meet your needs and goals.
Our business clients have access to expertise in investment banking and corporate finance. Public stock offerings, collateral based financing, equity financing, advisory and distribution services are also available.
We strive for exceptional customer service. We look forward to seeing you in person, however we dounderstand this isn’t always possible. Through the incorporation of online financial tools and account access, you can gain access to our services when it suits you best.
Your safety and security are of the utmost importance. At Burgeonvest Bick every account statement and trade confirmation is prepared by NBCN Inc. NBCN is Canada’s leading supplier of third party administrative and operational support. Through its parent company, National Bank Financial (a wholly owned subsidiary of The National Bank of Canada), NBCN can offer Burgeonvest Bick Securities access to all major investment markets around the world. We are members of the Investment Industry Regulatory Organization of Canada, the Canadian Investor Protection Fund and the Toronto Stock Exchange,
As a member of the Canadian Investor Protection Fund (CIPF) each separate account, as defined by CIPF, is provided with up to $1,000,000 of account protection.
KNOWLEDGE. INNOVATION. INTEGRITY. CAREWHERE TO FIND US KNOWLEDGE. INNOVATION. INTEGRITY. CARE.
Hamilton Head Office21 King Street West, Suite 1100Hamilton, ON L8P 4W7T (905) 528.6505 (888) 866.3608 F (905) 528.3540
Ancaster Meadowlands Office911 Golf Links Road, Suite 200Ancaster, ON L9K 1H9T (905) 648.4553 (800) 301.7135F (905) 648.5316
Burlington Office1001 Champlain Avenue, Suite 201Burlington, ON L7L 5Z4T (905) 336.9544 (800) 289.6235 F (905) 336.9836
London Office402 Oxford Street East London, ON N6A 1V7T (519) 673.3670 (888) 673.3670F (519) 679.3623
Stoney Creek Office 301 Fruitland Road, Unit 8AStoney Creek, ON L8E 5M1T (289) 656.0649 (877) 956.0649 F (289) 656.0638
Toronto University Avenue170 University Avenue, Suite 701Toronto, ON M5H 3B3T (416) 216.0895 (866) 884.0895 F (416) 598.0470
Toronto Yonge Street151 Yonge Street, Suite 1302Toronto, ON M5C 2W7T (647) 873.8520 (844) 777.5551F (416) 361.1441
Burgeonvest Bick Securities Limited (BBSL) is your independent financial services team.
Our Mission: We’re Here to Help.
We will fulfill our Mission by providing our clients with: - Knowledgeable and independent advice - Custom tailored, personalized service - Advice toward reaching your goals on your terms
We’re here to help build better secure lives in all areas of your specific financial requirements.
Our core values emphasize the importance of personalized service, integrity and honesty. The firm is focused on offering a full range of services that are suitable and appropriate for you.
We take a broad approach to investment advice, and a holistic approach to financial planning. Through our KYC process (Know Your Client) we develop the relationship and understanding needed to consider a client’s stage in life, personal circumstances, risk tolerance, investment and retirement goals.
To grow and protect clients’ assets is our objective. We’re Here to Help.
WHAT WE DO
Wealth ManagementWe work with you, our clients, to create, preserve and maximize your wealth with investments, insurance and estate planning. Through Burgeonvest Bick Securities and Burgeonvest Insurance Corporation (BIC), our advisors can offer a wide variety of options to individuals and their businesses.
Investment BankingBusiness clients can count on Burgeonvest Bick Securities’ expertise in investment banking and corporate finance services.
Since 1997
MAXIMUM ACCESS & MAXIMUM CHOICE
• A variety of relationship models including; — Managed, Fee Based and Investment Accounts• Financial and Retirement Planning for individuals and business owners• RSP, RIF, TFSA, RESP, cash and margin accounts• Individual Pension Plans (IPPs) • Retirement Compensation Arrangements (RCAs)• US Currency Accounts• Stocks, Bonds, Options • Mutual and Segregated funds• Flow Through offerings and private placements• Corporate Finance and Investments including; — Debt Financings, Collateral Based Financing — Mergers & Acquisitions, Public Stock Offerings — Syndication Formation and Participation• Insurance and Estate preservation strategies including; — Life, critical illness, disability and group benefits• Online Account Access and Electronic Direct Deposits• Third Party Investment Research and Reports
www.BBSL.ca
OUR COMMUNITY
At BBSL we take pride
in being responsible
corporate citizens and
recognize the
importance of
fervently supporting
our communities.
We dedicate resources
annually to actively
promote the healthy
growth of our
communities through
the arts, sports, youth
programs and many
other important
affinity programs.
AN ADVISOR WITH AN UNDERSTANDING OF
YOUR CHANGING NEEDS IS AN INVALUABLE
ALLY EVERY STEP OF THE WAY.
KN
OW
LE
DG
E
IN
TE
GR
IT
Y
WHO WE ARE
Strategies that involve the use of insurance and related products and services are offered by licensed representatives operating through our affiliated company, Burgeonvest Insurance Corporation. (BIC)