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.
Who Do You Trust with Your Financial Legacy?
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.
- Investment strategies and portfolio management
- Family wealth planning
- Retirement solutions
- Wills, estates and legacy planning