Acting like your personal CFO
At The Minarik Group, we respect and recognize that selecting an advisor to trust with your wealth is one of the most important decisions you will make. We are dedicated to our objective of meeting and exceeding your expectations.
As your advisory team, we create customized wealth strategies to help you achieve ﬁnancial independence, now and for years to come. Helping people is the foundation of everything we do. Our goal is to help you ensure your wealth is aligned with your goals.
It’s your wealth. We manage it that way.
Your circumstances differ from all others and your goals are your own. Recognizing this is the ﬁrst step in our service commitment. Our process is collaborative and focused on client involvement. Our simple, fee-based pricing model is clear and transparent, leaving nothing to the imagination.
Helping you plan, protect and prosper
With over one hundred years of collective experience in the ﬁnancial services industry, my team and I understand the value of creating a customized wealth plan to help ensure you are properly prepared and conﬁdent in your future.
We offer our clients the following suite of wealth management services:
* Some of the services listed are provided in collaboration with TD specialists.
Find your ﬁnancial independence
Get in touch with our team to discuss how our reliable, proven approach can work for you.
* The Minarik Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.