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