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Our investment advisory services are designed to help clients build and protect personal wealth by utilizing detailed, systematic investment strategies. We will help you develop a personalized plan that we benchmark and review overtime to ensure that your goals remain on track. Our recommendations are based on the following principals:

  • Reducing Risk
  • Minimizing Income Tax and Estate Tax
  • Increasing Returns

We can provide you with a comprehensive range of professional investment management services, including:

  • Asset Allocation Modeling
  • RRSP, RRIF, Locked-In Plans, Non-Registered Accounts, RESPs and TFSAs
  • RRSP to RRIF conversion
  • Income Generation
  • Tax Efficient Investing
  • Estate and Wealth Transfer
  • Ongoing Monitoring and Comprehensive Reporting


" Vladimir has provided me with professional advice on our family's holdings and my personal financial matters. Vladimir's knowledge on taxation and estate planning and general investments is truly incredible when compared to the level of advice and guidance I had received from a variety of financial institutions. "
J. Papaloni, Business Owner, Etobicoke, ON
"I have received financial and estate planning advice from Vladimir over the last 4 years. He clearly is an experienced financial professional with a great depth of knowledge in a wide array of areas including insurance planning, investment taxation and estate planning. "
R. Marzilli, Owner - RAM Construction, Richmond Hill

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.