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Richard Matakovic

Investment Advisor

  • CIM®
  • FCSI®
  • FMA

Working together to help you achieve what truly matters to you

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 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.


Matakovic Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. who is a subsidiary of The Toronto-Dominion Bank.

Richard Matakovic FMA, CIM®, FCSI®
Investment Advisor
(905) 528-6942

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.


Toll Free: (800) 775-0037
Fax: (905) 528-6897
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.


You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. banks disappoint. But are there bright spots ahead?

U.S. banks reported improved third-quarter results from the previous quarter, but continue to lag the S&P 500 Index. Are there any signs that's going to change? James Hunter, Co-Portfolio Manager,  TD Asset Management, talks about the latest results and the outlook for the sector.

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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