Wealth management is a comprehensive approach to achieving financial and life goals. It extends beyond investment advice and money management, encompassing lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation.
Recognized as leading Investment Advisors in the Windsor area, Matthew Tobin and Gerald (Jerry) Tracey provide a comprehensive range of wealth management services designed to your unique specifications. In providing you with the service you need, Matthew and Jerry are supported by Investment Associate Mark Bondy and Associate Bernadette DiPietro. Combined, this team offers over 70 years of experience in the financial services industry.
Wealth management provides the confidence to make sound financial decisions, plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage. Every step of the way, Matthew & Jerry will be there as a personal guide.
Who can we help:
Matthew and Jerry's services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.
- Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock and co-ordinate multi-faceted financial affairs
- Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients
- Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
- Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate
- Pre-retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
- Charitable foundations and non-profit organizations requiring investment management according to specific guidelines
Matthew Tobin, Gerald (Jerry) Tracey, RBC Dominion Securities 1922 Wyandotte St. East, 3rd Flr Windsor ON N8Y 1E4