Many Canadian investors are looking for ways to preserve principal and increase their investment returns. Our financial professionals with a combined 40 years of investment planning and estate planning experience provide individuals, business owners, corporations, trusts and foundations with financial strategies and products designed to preserve investment capital.

Our team of professionals includes top advisors with credentials including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Masters of Business Administration (MBA) and Estate and Trust Planning Specialist.

We provide a full range of investment and insurance products and services including our specialty products designed to minimize and reduce Canadian income tax for individuals, businesses and corporations.

Our areas of investment expertise include guaranteed investment funds, segregated funds, guaranteed minimum withdrawal benefit plans, annuities, variable annuities, insured annuities and guaranteed investment certificates.

Located on Bay Street in Toronto's downtown core, our commitment is to provide professional and unbiased financial advice. Our clients live across the region in cities including Toronto, Vaughan, Mississauga, Richmond Hill, Oakville, London, Barrie, Scarborough, Durham, Ottawa, Niagara Falls and many other towns and cities across the province.

If you are interested in obtaining additional information or should you wish to set up a private and confidential meeting, please contact us at (416) 565-9390 or by email at vtrkulja@tswealth.ca