We have a strict engagement process that starts with an in-depth discovery and includes various practical tools and professional resources to handle and simplify complex situations for our clients.
"Yarek's education and background is in both Science and Business, so his natural tendency is a methodical scientific approach applied as basic, common sense processes in a business world."
Methods to build and protect wealth include:
- Use of primarily fixed income and high quality dividend income equity oriented investments from RBC DS Portfolio Advisory Group guided lists and model-based portfolios.
- Mutual funds that include corporate structures
- Segregated funds
- Life Insurance and Insured Annuities
- Registered accounts (RRSPs, RRIFs, RESPs, TFSAs)
- Non-registered, Corporate and Trust accounts
- Discretionary Managed and Advisor Fee-Based accounts
When deemed necessary and appropriate, we will consult with our Wealth and Estate Management Specialists and Business Specialists, or other outside professionals and resources.
For a complete listing of our Products & Services, please refer to the following link:
Products & Services