The Cameron Bozovic Balevicius Group

The Cameron Bozovic Balevicius Group

Working together to help you achieve what truly matters to you

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Office Location

66 Wellington St. W Toronto, ON M5K 1A2. map

The Cameron Bozovic Balevicius Group is a well-rounded team of seven professionals dedicated to guiding clients to their ideal version of financial success. John Cameron, Senior Portfolio Manager along with Portfolio Managers Jelena Bozovic and James Balevicius, collectively bring over 40 years of investment industry experience. They hold themselves to the highest level of loyalty, prudence and care in all interactions with their clients. Supporting them are, Bernadette Babaran, Violeta Arevalo, Josephine Veridiano, and Deseree Virtucio the teams Private Client Service Associates. They strive to provide seamless communication and operational efficiency, forming the backbone of the team.

Phone

Fax

(416) 308-5855

Languages

English

Building Wealth Starts With A Solid Plan

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Our Process

The portfolio management process at the Cameron Bozovic Balevicius Group is meticulously structured to cater to a diverse clientele, including private individuals, corporate entities, trusts, and charities. The process begins with an in-depth assessment of each client's financial goals, risk tolerance, and investment preferences. The portfolio managers then craft personalized investment strategies, leveraging a broad range of asset classes and investment vehicles, to optimize returns while managing risk. Continuous monitoring and regular reviews ensure that each portfolio remains aligned with the client's objectives, adapting to market changes and personal circumstances.

Our Approach

Integration with TD's Wealth Advisory Services team is a cornerstone of their holistic approach to financial management. The team collaborates closely with specialists in retirement and cash flow planning, will and estate planning and insurance to provide comprehensive solutions that address all aspects of a client's financial well-being. Additionally, they work hand-in-hand with TD's private banking team to ensure their clients have access to bespoke banking services, striving to provide a seamless and coordinated experience for their clients. This integrated approach not only simplifies the management of complex financial affairs but also enhances the overall wealth management strategy, providing clients with financial confidence and a clear path toward achieving their financial goals.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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