COMPLETE FINANCIAL PLANNING

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.

testimonials

" I have dealt with Vladimir over the last 10 years and he has helped structure our family's assets in a way that is most beneficial to us and our children. His level of knowledge is far superior to anyone I have dealt with in the past. "

D.Follett, 4th Class Engineer, Toronto, ON

" As a business owner and a real estate investor my financial circumstances became somewhat more complicated with time. Vladimir provided professional financial advice and helped guide us in a direction that will help save us money over the long term and simplify the transfer of assets to my wife and kids, while at the same time helping my estate save a substantial amount of funds in the future."

A.Garaci, Business Owner, Toronto, ON