Richard Matakovic, Investment Advisor,Hamilton, ON

Phone

Office

Office Location

100 King Street West Suite 500 Hamilton, ON L8P 1A2. map

With over 20 years of wealth management experience, Richard provides his clients with innovative solutions based on a deep understanding of their unique needs, goals and objectives. He founded Matakovic Wealth Management in order to deliver comprehensive wealth management strategies and solutions to his clients, which include individuals, families, executives, professionals, retirees and corporations. Matakovic Wealth Management utilizes a conservative approach to investing, focusing on helping to generate sustainable income similar to that of a pension fund. Richard holds Financial Management Advisor (FMA), Canadian Investment Manager (CIM^®) and Fellow of the Canadian Securities Institute (FCSI^®) designations, and has a Bachelor of Arts from the University of Ottawa.

Phone

Toll Free

(800) 775-0037

Fax

(905) 528-6897

Branch Phone

(905) 528-4220

Branch Fax

(905) 528-6897

Certificates

FMA

CIM®

FCSI®

Who Do You Trust with Your Financial Legacy?

Questions like this are top of mind among Canadians seeking wealth planning. People are living longer, economic and market conditions are evolving, and the complexity of Canadians’ financial choices has increased. Having a trusted advisor on your side can help make these tasks simpler and enable you to enjoy the results of your hard work and the financial security you’ve built.

Matakovic Wealth Management was founded to provide Canadians with access to comprehensive wealth solutions under one roof. That includes wealth planning for families, business owners and professionals.

We use a team-based approach that brings in TD specialists from across the company’s financial network. In doing so, we coordinate these TD specialists to provide a range of services tailored to high net worth clients, including:

Investment strategies and portfolio management
Family wealth planning
Retirement solutions
Wills, estates and legacy planning

Investment and Wealth Plans Built Just for You

Our approach to wealth management begins with the understanding that each client is unique. Your personal financial goals, responsibilities, assets and life stage require you to have an integrated wealth plan that’s designed just for you.

New clients meet with an investment advisor to develop a personal profile and a tailor-made investment strategy to help meet their financial goals and ensure their loved ones are looked after in all economic conditions and life circumstances.

Privately Managed Portfolios

-Customized investment portfolios constructed, managed and monitored by your advisor

-One-on-one, direct access to your advisor

-Regular reporting, tactical rebalancing to ensure your invesments remain on track

Retirement Solutions

-Identifying retirement income streams

-Constructing a sufficiently diversified, tax-efficient retirement portfolio to fund your retirement living

-Includes services for individual and corporate clients

Private Client Services

-Through the TD Premier Managed Portfolios program, qualified investors have single-fee access to a range of carefully selected global investment managers, direct ownership of securities and other benefits

Coordinating Other Life Planning Services

-We manage relationships with other critical wealth services specialists, such as those in will and estate planning and legacy planning