Richard Matakovic, and the Matakovic Wealth Management team, provide sound, disciplined and all-encompassing wealth management advice to business owners, professionals and families who seek answers to the challenges in our ever changing world. We endeavor to take the complexity of managing wealth and simplify it through building strong relationships with our clients and through understanding what is truly important to them. Backed by TD Wealth we have access to the expertise that can help guide you to the strategies and solutions that you feel are best suited to your circumstance.
With over 20 years of experience in the industry, Richard is honored to have many strong and trusted client relationships that have developed through truly getting to know these families.
Richard is committed to continuous education in order to always try to bring the best to bear for his clients, along with a degree from the University of Ottawa, Richard is proud to have earned the Financial Management Advisor (FMA), Canadian Investment Manager (CIM), and Fellow of Canadian Securities Institute (FCSI®) designations.
Richard is very involved within the community as he volunteers coaching minor soccer and high school football in the Hamilton area.
"I look forward to exploring wealth management strategies and solutions with you as we work together towards achieving your unique financial goals."
Matakovic Wealth Management consists of Richard Matakovic, Investment Advisor. Matakovic Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank.