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®
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.