What Our Clients Have To Say
“Dan Hulak and his team do a tremendous job serving their clients. In addition to disciplined investment management, they provide sound wealth management advice and personalized solutions to help families achieve their goals, and ultimately, peace of mind.”
David Agnew, CEO RBC Wealth Management Canada
“I have been a client of Dan Hulak in Saskatoon for over 15 years. Dan and his team are knowledgeable, professional, and committed to looking after my investments. I have peace of mind knowing my portfolio is in good hands and I would highly recommend them to anyone.”
Don Flaman, Flaman Group of Companies
“Dan has been actively managing our considerable investment portfolio for over 15 years. He is a consummate industry professional, effectively managing through business cycles and markets with a steady hand. He has constructed and oversees a conservative, high quality portfolio in line with our Investment Policy Statement, providing above average returns within policy constraints.
Backed by first rate research and technical expertise, we appreciate that Dan leverages a wide array of product options in providing investment solutions for us. We benefit from regular, proactive reporting and advice, which are fundamental to his approach.
Our relationship with Dan is built on a solid foundation of trust and confidence – underpinned by his proven character and competence. It is a pleasure to work with Dan and his team, and I would recommend Hulak Private Wealth to colleagues and friends without reservation.”
Ken Doleman, CEO Palliser Insurance
“We have known Dan for many years and felt he was the type of trustworthy and reliable person we could count on to look after our finances. Dan has always had an open line of communication and provided personal investment advice to best set us up for future success. We are happy we placed our trust with Dan and his team all those years ago and would recommend his services to anyone going forward.”
Lorne and Lynne W
“I became a client of Dan Hulak and RBC Investments at a pivotal point in my life. Utilizing their wide portfolio of services and guidance put me on a path to financial security. My questions are always answered and all who work along with Dan are always helpful, courteous and pleasant. Following Dan’s recommendations and advice have taken the anxiety out of making financial decisions.”
Lorraine Tucker
“When we sold our business in 2013 we actually had no concrete plans as to where or what we were going to do with the proceeds. After a discussion with our accountant it was the RBC Dominion Securities program and specifically Dan and his team that were highly recommended. We then met with them and quickly realized that they had a genuine concern and interest in our goals, our needs and plans in our future retirement. We discussed all of our financial needs, our estate requirements, our insurance needs, our children and our lifestyle and retirement plans. Dan came up with an investment plan that has worked out very well for us and our needs. Also, as with any good listener and someone who is truly interested in our well-being, Dan is always open to our concerns and new investment opportunities that are of our benefit. We have been involved with Dan and his team for 9 years now and we are very comfortable and happy with him or any one of his team members.”
Darcy and Ronda Malinowski, Retired Business Owners
“When I decided to sell my farming operation, Dan and his team of wealth management professionals were with me every step of the way. They worked with my accountant to optimize tax efficiency, they built a comprehensive retirement cash flow plan, they implemented a disciplined investment portfolio strategy, they assisted with my insurance and estate plan, and they even made introductions to valuable partners such as RBC Private Banking, RBC Royal Trust and others to assist with my move to the city and my transition into retirement. Very thankful for the guidance and advice of the Hulak Private Wealth team!”
Boyd Coburn, Retired Farm Operator
“As business owners, we’ve been impressed with Dan and his team’s ability to cohesively pull together our personal and corporate wealth management needs. The Hulak Private Wealth team take diligent care of our portfolio management, long-term planning, insurance needs, etc and have worked closely with RBC partners to ensure that private banking relationships are in place and group services are offered to our employees. We feel confident in Dan’s knowledge and guidance, and we take comfort in the depth of resources that RBC offers to meet our needs. We would be happy to recommend Hulak Private Wealth to successful business owners looking for holistic wealth management advice.”
Pat & Lauren Sautner, Sautner Concrete Services
