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If you are interested in learning more about us please contact us either by email or by phone.

Our clients range and include:

  • Entrepreneurs and small business owners
  • Professionals and corporate executives
  • Higher net worth individuals and families
  • Middle aged and senior individuals
  • Individuals who are high income earners
  • Individuals who have inherited assets and lotto winners

Contact us to schedule a no obligation initial consultation.


" 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
" Our family has dealt with Vladimir for over 10 years and we always found him to be professional and knowledgeable. He has provided advice to us on a wide variety of financial matters including planning for retirement and investment planning. His level of knowledge is above anything we expected from an advisor."
P. Fox, Teacher, Hamilton

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.