Our services are designed for individuals, families and businesses that are looking for a level of commitment and trust that exceeds expectation. Our clients include:

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.

Medical professionals such as doctors and dentists who may need a greater range of wealth management options and can benefit from enhanced retirement strategies.

Retirees requiring innovative strategies to maximize their after-tax retirement income and preserving capital generated during their career.

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 financial affairs.

Lawyers, accountants and real estate specialists who may require assistance with their personal assets as well as a trusted partner to service shared clients.

Take the next step, contact Roman Fradkin today for a discrete complimentary consultation (204) 982-2621

Roman's Second Opinion

If you already have a financial advisor and are not sure if he/she is doing a good job for you, schedule a free second opinion review with us. We are happy to explore with you whether we can add substantial value.