Yarek draws on over 20 years of professional experience as a trusted professional in the investment industry. As a conscientious and knowledgeable Wealth Management specialist, Yarek has built a business based on deep relationships with our clients in order to develop a clear understanding of each client's own retirement and wealth planning goals.
Yarek has acquired one of the investment industry's most distinguished designations: Chartered Investment Manager (CIM), and Portfolio Manager. He has also acquired his life insurance credentials, further enhancing his ability to find solutions to his clients' long term needs. His previous banking roles in personal and commercial management, as well as being a former successful small business owner/manager give him a distinct edge.
Yarek utilizes a team of Wealth Consultants to take an in-depth, personalized, long-term approach in navigating and guiding you, as his highly valued clients, through your intergenerational or organizational wealth building and protecting options. This ensures your needs are met, so you are secure and comfortable.
He deeply cares for his clients, community and family. As a community minded individual, Yarek’s extensive community involvement over the years includes: Vice-President, Treasurer and Director of the Art Gallery of Algoma; Planning Committee member of Saultlicious (a bi-annual community fundraising event); Executive member, coach and manager with the Sault Youth Soccer League and Civics Committee; Board of Governors for Sault College of Applied Arts and Technology; Member of the Sault College Foundation; School Council co-chair at the Huron Superior School Board; Member of various Sault Ste. Marie Chamber of Commerce committees.
Yarek, his wife, and their two daughters enjoy traveling together, cottage life, soccer, skiing, kayaking and various other family activities that have bonded them over the years.