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Who We Are

We are a full-service financial planning firm located in Oakville, Ontario. We started the firm with the idea that people need clear and objective advice that will make them better stewards of their wealth. Our firm is employee-owned and independent. We are not part of a bank, insurance company, or a Bay Street corporation, and we have no proprietary conflicts of interest.

We always put the interests of our clients first and take great pride in the quality of our work.

We recognize that trust is the foundation of all aspects of our business and being trustworthy is crucial to our very existence as an organization. We value the trust that is placed with us when clients take our advice, and we constantly work to enhance and preserve it. Our reputation is one of our greatest assets – as long as we continue to serve our clients with integrity, transparency, and commitment, our success will follow.

 

Ludmil Natchev started Bristol Capital Management in 2018 with the goal of raising the standard for...

Andrew Michael
Private Wealth Advisor

Andrew Michael joined Bristol Capital Management in 2018 as a Private Wealth Advisor.

Adam Clay
Private Wealth Advisor

Adam Clay joined Bristol Capital Management in 2018 as a Private Wealth Advisor.

Brent Reilly
Private Wealth Advisor

Brent Reilly joined Bristol Capital Management in 2019 as a Private Wealth Advisor.

Sylvia Lesic
Relationship Manager

Sylvia Lesic joined Bristol Capital Management in 2018 as a Relationship Manager.

Camille Copetti
Relationship Manager

Camille Copetti joined Bristol Capital Management in 2019 as a Relationship Manager.

Lyubina Martinova
Relationship Manager

Lyubina Martinova joined Bristol Capital Management in 2019 as a Relationship Manager.

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Our Values

Our Values

Our culture is defined by core values that shape what we believe in and what we stand for. They guide, unite, and drive us to have an impact and do what’s right. These values set the tone for our client relationships and keep us accountable. We manage our relationships with integrity and a personalized approach. Our core business principles include: Clients First: Our clients come first and every day we work very hard to ensure they achieve their goals. Learn More

Our culture is defined by core values that shape what we believe in and what we stand for. They guide, unite, and drive us to have an impact and do what’s right. These values set the tone for our client relationships and keep us accountable. We manage our relationships with integrity and personalized approach.

Our core business principles include:

Clients First: Our clients come first, and we work every day very hard to ensure our clients achieve their goals.

Client-Advisor Relationship: We believe that the client-advisor relationship is a two-way relationship. By adhering to all our business principles, we continuously build trust with our clients and enhance their financial well-being.

 

Our Process

We believe that comprehensive holistic financial advice is critical in achieving your financial goals. Our clients come first and everything we do is governed by our values and business principles.

  • Goals Identification

  • Analysis

  • Development & Strategy

  • Implementation

  • Risk Management

  • Monitoring

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We are a full-service financial planning firm located in Oakville, Ontario. We started the firm with the idea that people need clear and objective advice that will make them better stewards of their wealth. Our firm is employee-owned and independent. We are not part of a bank, insurance company, or a Bay Street corporation, and we have no proprietary conflicts of interest. Learn More
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