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With more than 60 years of combined wealth management experience, the Stepien Golkar Wealth Management Team is focused on helping clients achieve their long-term investment objectives by delivering a disciplined investment strategy and the highest level of service.
Affiliated with Canada's largest investment firm, RBC Dominion Securities, we provide wealth management services to families, professionals, business owners, corporations and retired individuals. We are in the complex business of assisting clients organize their financial affairs to meet their goals.
We are supported by a qualified team structure that allows us to maximize client service and specifically enables us to focus on the investment decisions and recommendations relating to our clients' investments.
Senior Portfolio Manager
Portfolio Manager & Investment Advisor
Senior Investment Advisor
Financial Planner
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.
It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.
