William Vastis BCom FEA FCSI
Verified
Wealth Management will allow you to be remembered the way you want. Planning within your Estate to leave a legacy to the ones you love that reflects your wishes and gives purpose to what you’ve accomplished in your life. Without Wealth Management, that likely will not happen.
I learned early on in my career that what motivates me is helping individuals and families by simplifying and planning their financial lives that I truly love. I can’t be an authentic storyteller if I don’t actually believe in what I am talking about. I have more than 21 years’ experience in the financial industry and I have had a fulfilling career because I have chosen to work for a brand that I find inspiring. I work for RBC Wealth Management and I love the brand. Why? Because they have the ability to provide the best resources so my clients can have their lives simplified and I get to constantly learn.
We help with
• Manage portfolios with confidence and transparency (CRM2 compliant)
• Reduce tax, and focus on real returns, after-tax, costs, and inflation
• Coordinate the transfer of wealth to the next generation
S.M.A.R.T.
Simple - Mindful - Authentic - Reward - Trust
Our clients are:
* Business Owners,
* Family Business,
* Women in the Workplace
* Tech Entrepreneurs,
* Senior Executives,
* Medical Professionals,
* Sport/Entertainment Industry
As a portfolio manager competing against companies that are accountable to individual and institutional shareholders, we have the flexibility to customize solutions to each specific client situation.
1. This brings a greater degree of rigor and good judgment to client solutions.
2. The cookie cutter models of our competitors are more beneficial to driving revenue than to determining the most valuable solutions for clients.
Specialties:
Bachelor of Commerce : University of Guelph
Family Enterprise Advisor : University of British Columbia
Executive Program: Singularity University