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Defining specific goals and developing an appropriate plan to accomplish each of them is an important part of an overall financial strategy. Your goals may include retiring comfortably, funding a child's or grandchild's education, evaluating your investment performance, or leaving your heirs the largest legacy possible. There are many ways to work toward each goal. We will help identify the approach that works best for you, taking into consideration such factors as your lifestyle, risk tolerance, resources and objectives.

Our services include:

  • Wealth Management
  • Investment Advisory Services
  • Systematic Savings Plans
  • Estate Planning & Wealth Transfer
  • Risk Planning Strategies
  • Retirement Plan Design and Consulting
  • Business Planning Strategies
  • Investment tax planning design and strategy

While tactical planning deals with specific issues, comprehensive planning involves the integration and coordination of all plan elements. As a result, our client services emphasize a balanced look at short-term plans and long-term objectives, the always-changing relationship between risks and rewards, and ongoing evaluations of plan strategies. We will keep your plans updated and recommend the necessary adjustments to help meet the changes that life brings.


" 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

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.