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A well designed estate plan not only helps to accumulate and preserve assets that enhance your financial position during your lifetime, but it should also provide your loved ones the appropriate financial security after your death. It is essential to address issues such as: estate and/or death taxes, estate liquidity, family income needs and asset distribution.

In many cases we can closely work with your attorney and accountant. We help design a properly integrated estate plan that will allow you to leave the assets you wish to your heirs while helping to minimize estate and probate fees.

We work with individuals, families and business owners to help preserve wealth and assets, and pass assets on to heirs in the most effective and tax efficient way possible. In some cases, a very simple plan can save individuals tens of thousands of dollars.

Our principal advisor is Vladimir Trkulja. Vladimir is well versed in the areas of tax planning and tax minimization. His book Tax Tips and Tax Shelters for Canadians has been featured in the Toronto Star by Jonathan Chevreau and he has appeared as a guest on the Business News Network numerous times.


As our clients are different, so are the retirement plans we develop for them. High net worth individuals sometimes require unique elements to their plans. Businesses may require sophisticated planning involving the creation of individual pension plans, a profit sharing plan, a defined benefits plan or even a hybrid combination. Each plan design should have components that reflect a client's current circumstances and future needs. It is our goal to provide the expertise and tools that will help ensure a secure financial future for each of our clients.

Our services include:

  • Asset Allocation modelling
  • Retirement Planning
  • Systematic Savings Plans
  • Investment Selection Planning
  • Income Planning
  • Pension Analysis
  • Comprehensive Lifestyle Planning
  • Retirement Income Projections
  • Transfer of assets and Estate planning

Vladimir has been providing retirement planning advice and recommendations for over 20 years. Vladimir has the resources and depth of experience to provide a variety of retirement planning strategies and services.


" My family has dealt with Vladimir over the last 15 years. He has provided advice on a wide range of financial matters including RRSPs, education planning, tax planning and my parents RRIF (Retirement Income Funds). My parents and I are extremely satisfied with the professional advice we received. "
B. Wolowiec, Corporate Executive, Weston, ON
" As a business owner catering to residential home owners, my time is spent working for my customers. I find great peace of mind knowing that I receive professional financial advice from Vladimir and that I no longer have to second guess my financial decisions. Vladimir is knowledgeable and extremely professional. "
B.Laca, Owner – PCC Home Comfort, Toronto

Conservative Investing for Canadians

Vladimir Trkulja wrote Conservative Investing for Canadians providing risk adverse investors with information on a wide array of low risk investments.

Tax Tips and Tax Shelters for Canadians

Vladimir Trkulja's book Tax Tips and Tax Shelters for Canadians was highlighted in the Financial Post and on the Business News Network.

Financial Planning for Canadian Teachers

Vladimir Trkulja authored a personal finance book for educators in Canada helping individuals gain a better understanding of personal finance matters.