Our clients

 

Roman and his accomplished team have expertise and experience serving particular and very specific needs of several key groups of clients.

 

Professional Athletes

Looking for a focused approach to maximize their peak earning years through a disciplined investment strategy and comprehensive financial planning. The program is delivered through a dedicated one-on-one relationship with your trusted advisor.

Entrepreneurs

Who require assistance managing their personal and business assets, preparing for business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate.

Executives and Leaders of Industry

Looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and co-ordinate multi-faceted wealth planning.