Bitterroot Capital is an independent
financial advisory firm serving Canadian
and other clients with substantial wealth
Bitterroot Capital is an independent financial advisory firm serving Canadian and other clients with substantial wealth
OUR APPROACH
60% of our clients are Canadian who benefit from the comprehensive approach that sets us apart
OUR APPROACH
60% of our clients are Canadian who benefit from the comprehensive approach that sets us apart
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Universal access to investments
Provide access to a significantly broader universe of investment strategies and managers around the globe
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Harmonization of investment selection with tax treatment
Apply specialized expertise to align the holding structure of investments with their tax treatment given the jurisdiction and composition of returns (e.g., capital gains, interest, dividend or rental income)
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Lower costs – improved expected return
Avoid those high-fee investment funds and other products often prevalent in the Canadian market where they do not add sufficient value
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Integrated solutions
Deliver holistic wealth solutions in partnership with our extensive Canadian network of attorneys, accountants and other professional service providers with complementary expertise
Contact Us
We welcome your interest
BCA is not for everyone – and we are proud of that distinction. We work with a select group of individuals and their family offices (and other entities) whose financial position and preferences enable them to thrive while working with us. Please fill in the form below to set up a confidential exploratory consultation.
Registered in Canada with the O.S.C. and the B.C.S.C.
