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Ullman Wealth Management Inc.
Address
135 Yorkville Avenue
Suite 405
Toronto,
Ontario M5R 1C4
(416) 927 - 0000
Toll Free:
(187) 722 - 6225
admin@ullmanwealth.com
ullmanwealth.com
Principal Contacts
Lawrence Ullman
CEO
Tel: (416) 927 - 0008
lawrence@ullmanwealth.com
Client Minimums
Private: $1,000,000
Institutional: $1,000,000
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
Provinces of Business
- Alberta
- British Columbia
- Ontario*
- Quebec
* indicates a physical location in this province
About Us
INDEPENDENT. UNIQUE. PROVEN.
Investing seeks balance. It is a combination of science, art, strategy and discipline.
Our unique investment process has been developed and refined over the course of twenty years. It is a structured process that allows us to carefully measure the risks and rewards of our investment decisions in order to preserve and grow our clients’ assets, even through those inevitable moments of challenge and uncertainty.
Our strategies are shaped by:
- Rigorous research
- A fundamental commitment to continually develop and implement innovative and unique solutions
- Our ability to access and utilize an open architecture investment platform
The outcome? An incredibly powerful and thoughtful approach to asset and portfolio management. Proven in its results.