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Our experienced and professional expertise is leveraged by access to highly specialized teams. We consult with specialists in such areas as tax law and complex accounting issues.

We provide comprehensive information and guidance in such wealth management and insurance areas as:

  • Protecting assets and preserving wealth
  • Help mitigate income taxes and probate fees
  • Managing risk
  • Managing cash flow
  • Life insurance planning
  • Illness protection planning
  • Coordinating estate distributions
  • Managing family business succession planning
  • Maintaining control over personal financial affairs
  • Establishing leveraged funding strategies
  • Increasing charitable giving potential


" I have received financial and estate planning advice from Vladimir over the last 8 years. As a commercial real estate owner, I wanted to ensure my assets where structured in the most tax efficient way for me and my family. Vladimir's knowledge in tax planning and estate planning was clearly evident to me from the onset. "
R. Aversa, Commerical Real Estate Owner, Vaughan, ON
" Our family has dealt with Vladimir over the last 7 years. Vladimir has always provided us with the time we needed so that we can understand our family's financial and investment situation. Vladimir's professional advice has helped simplify our situation, while at the same helped reduce our exposure to risky investments. We are extremely happy with the advice we received from him. "
C. Rodriguez, Fire Fighter, Maple, ON

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.