Would you like a proactive Family CFO to be the one point of contact?

You’re a busy professional, would you like a pro-active, "Family CFO" to be the one point of contact integrating professional and personal financial matters?
The Papadina Group of RBC Dominion Securities takes on the role of a central coordinator to oversee and coordinate different aspects of financial planning and portfolio management. We take care of you, your family, and your business’ financial affairs.
Are you made aware of changes in tax, estate, and financial planning laws?
We have come across many people who say they have a financial plan, but upon deeper investigation, we see that they are not comprehensive, holistic plans…they are often fragmented, thus not effectively leading you towards your goals.
Our proprietary Wealthcare for Healthcare program focuses on pro-actively planning personalized, strategic plans and ensuring full and timely execution.
We can either coordinate with your existing team members, such as accountants or lawyers, or we can offer you the professionals we have had success with.

"Richard and his team of consultants have guided my family and I,  as well as my UHN Orthopaedic group (focusing on SR&ED), on all financial planning matters for the past eight years and we are very satisfied with his overall strategies, advice and service."


Dr. Nizar Mahomed, MD