Yarek is a very conscientious and knowledgeable Portfolio Manager and Wealth Advisor who is noted as a trusted professional within the investment industry for over 30 years. As a portfolio manager, Yarek builds out investment models that are applied to accounts, backed by professional oversight from RBC Dominions Securities, on the basis of specific objectives and investment risk criteria. His disciplined approach with a personal touch and high integrity, entrusts clients in building long-term relationships knowing that Yarek has a clear understanding of their goals and needs.
To accomplish this at a deeper level, Yarek, in his role as a Wealth Advisor, and his team utilize Wealth Consultants within RBC Dominion Securities when navigating and guiding clients through their financial decision-making. Intergenerational and organizational wealth building is incorporated to comprehensively address all needs and life goals.
His previous roles in personal and commercial banking, as well as being a former successful small business owner/manager give him a distinct edge when dealing with business owners as a designated Business Owner Specialist.
In addition to holding an Honours Bachelor Science Degree from the University of Waterloo, Yarek holds a Bachelor of Arts Degree in Accounting (Algoma University) and Masters in Business Administration (LSSU). In 2016, Yarek completed the Chartered Investment Manager (CIM) program as a precursor to becoming a Portfolio Manager. Life Insurance credentials also allow Yarek to provide enhanced wealth planning strategies to clients and their families.
Yarek is passionate about his clients, his community and his family. He became a member of the Sault Ste. Marie Rotary Club in 2019, and previous extensive community involvement (Please refer to the community involvement tab). When not working or volunteering, Yarek and his wife Myra spend time with their family travelling, skiing, kayaking and enjoying cottage life.
