Taking a dynamic approach to your financial future
At Barasch - Wellwood Wealth Partners, we believe that your goals should be our goals. Backed by over three decades of industry experience, we’ll work alongside you at every stage to provide custom-tailored financial solutions.
Working together to bring you more
Years spent consulting one another on important investment decisions, a changing wealth management landscape, and increasingly complex client needs led Matt and Jeff to formalize their partnership, combining their independently successful firms into one: Barasch - Wellwood Wealth Partners. Backed by a team of accomplished and skillful professionals, our practice merges Matt’s extensive capital markets experience with Jeff’s entrepreneurial background and experience in wealth management to provide best-in-class client services.
Matt Barasch
Jeffrey Wellwood
Ann-Marie Riddell
Karen Barasch
Investments
Expert solutions, right down to the core
In 2010, leaning on his experience as head of Canadian equities for RBC Wealth Management, Matt developed a unique concept known as the Core 12 – a set of Canadian businesses that he believed should serve as the foundation for all long-term growth portfolios. Chosen to drive sustainable performance for clients over the long term, these businesses distinguish themselves among the rest thanks to 10 unifying features.
Sustainable management
Strong management teams with deep benches of young talent as existing managers age out.
Historic capital returns
A history of returning capital to shareholders via dividends and share buybacks.
High Return on Invested Capital (ROIC)
High and consistent ROIC, which is strongly correlated to long term share performance.
Strong barriers to entry
Strong barriers to entry prevent and restrict competition, keeping the market from oversaturation.
Strong balance sheets
Strong balance sheets indicate efficient asset management and are utilized to drive growth but are managed conservatively.
Capital discipline
Strong capital discipline limits shareholder dilution and drives sustainable income.
Consistent cash flow
Consistent free-cash-flow growth can help facilitate acquisitions as well as increases to dividends and share buybacks.
Responsible approach
A socially responsible approach with a soft touch when it comes to the environment and a high percentage of women in senior positions.
Balanced risk-taking
A willingness to take risks when the opportunity presents, but also a willingness to admit and move on from mistakes that will inevitably arise.
Compounding returns
A long track record of compounding shareholder returns through multiple economic cycles indicates favourable future returns.
The Core 12 is at the heart of Matt & Jeff’s investment approach, providing the strongest of underpinnings for client portfolios.
Trusted solutions, proven results
While launched more than a decade ago, the Core 12 has remained remarkably stable, with no substitutions and significant outperformance relative to both the Canadian and U.S. markets.
Wealth Management
Simplifying far more than your finances
Your wealth is so much more than just your finances – it’s your life. Following a disciplined process, Matt and Jeff, alongside our trusted team of RBC experts, will work in collaboration with you to uncover every aspect of your wealth picture. Then, we’ll build a customized, all-encompassing plan that precisely meets your unique needs.
Financial planning
We don’t just look at where you are today – we’ll create a plan that optimizes your future and clarifies your goals.
Investing
Utilizing our proprietary Core 12 approach, we’ll create and maintain a diversified portfolio, tailored just for you.
Tax planning
We’ll work alongside our specialized team of tax advisors to protect your wealth and enhance your after-tax income.
Retirement planning
Taking into account your unique future goals, we’ll help coordinate a retirement plan that you can trust.
Credit and lending
With our in-house RBC team, we’ll provide support for cash-flow management, personal credit and lending, and more.
Insurance planning
Ensuring the security of your wealth is paramount to us – we’ll put plans in place to ensure it remains protected.
Estate and legacy planning
Creating a family legacy is simple with our help – we’ll identify the best ways to simplify estate settlement.
Charitable giving
We’ll determine the best route to maximize your philanthropic endeavours, as well as your financial returns.
Business planning
Whether you’re considering business succession, financing and leasing, or something else entirely, we’ve got a solution.
Our Clients
Why we do what we do
There are few things more fulfilling than putting together a plan for a client, executing on that plan, and ultimately seeing the plan successfully play out over a number of years. Matt and Jeff take great satisfaction in all aspects of the job, but gaining our clients’ trust through a successfully executed plan is a great motivator.
Matt and his team have provided excellent financial advice and have fulfilled our retirement goals for both our personal and corporate accounts.
Matt is always available to dispense advice and answer any questions we may have. We are very pleased with the rate of return on all our investments and would highly recommend Matt and his team to anyone seeking financial guidance.
Steve W. and Kate M.
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Discover the Barasch - Wellwood difference
We work tirelessly so you can rest easy, knowing your wealth is in the best care.
Email:bwwp@rbc.com
Phone:416-733-2235