|
|
||
Investments Winnipeg Manitoba by Ken Wilk |
||
|
Wealth Management Reasons Why You Should Call For your Free Consultation:
“I conserve and create wealth for you, your family and future generations.”
Portfolio Manager & Investment Advisor TD Waterhouse Private Investment Advice With the combination of my wealth of experience and the backing of the TD Bank Financial Group, we can provide real solutions to help you save and grow your money. My ultimate goal is to ensure my clients’ best interests are being served regarding their wealth management. My clients encompass entire families covering several generations, businesses or institutions with combined investible assets of $1,000,000 or more, with individual accounts exceeding $250,000. I advise or act for many individuals or boards who are unable to make investment choices due to time or ability. The initial consultation is free. I am compensated for my services either by; an annual fee on the assets managed; paid by you or; by the provider of the financial solution’s we choose. All future costs are transparent and disclosed upfront prior to beginning our long-term relationship, often saving you money. As an ongoing commitment to continuing education and professional development, I recently became a charter recipient of the Canadian Securities Institute global education’s Chartered Professional Strategic Wealth designation. As well, in addition to being a Discretionary Portfolio Manager, I am also a licensed insurance representative, able to provide insurance solutions where appropriate. Training such as this combined with experience and the ability to offer more than most advisors, ensures I am always vigilant against vested interests or biases in recommending one product or solution. With over 25 years of experience, and a graduate of the University of Regina, I am also an active community volunteer. Some of the more notable positions include: Past Chairman, Manitoba Chambers of Commerce; Past Chairman, Winnipeg Winter Club; sustaining member Western Canadian Aviation Museum, to name a few. Married with three adult children and one grandchild, I enjoy family, travel, tennis, life at the lake, gardening and classic cars. I look forward to working with you. CALL FOR YOUR FREE CONSULTATION TODAY Tel: (204) 988 – 5221 Fax (204) - 988 – 5336 Toll Free 1 - 866 – 988 - 5221 Email: ken.wilk@td.com Suite 1670, 201 Portage Ave. Winnipeg, MB. R3B 3N6
|
||
|
Stocks | Bonds | Equities | equity investing | Annuities | Life insurance | Estate preservation | Business succession | Insured annuities | Mutual funds Wealth management/accumulation | Investment advise/advice | Investment management/manager | Portfolio management/manager | Fixed Income investing Best rates bonds/GIC's | guaranteed investment certificates | Dividend Investing | Investing for Income | Investment Income | Investing for Growth | registered retirement savings plans RRSP's | retirement savings plans RSP's Registered retirement income funds RRIF'S | Retirement income funds RIF's | Individual Pension Plans IPP's | Endowment funds | Locked in Retirement income funds LRIF"S | Locked in retirement accounts LIRA's | Life Income Funds LIF's | Pension plan payouts | Tax free savings accounts TFSA's | US investing | US stocks | US bonds | US Investment accounts | Foreign exchange | Corporate Bonds | Government Bonds | Income trusts | Business sale proceeds | Real estate sale proceeds | Wealth Creation | Discretionary fund management | Treaty Land entitlement settlements | Lottery winning proceeds | Early retirement payouts | Severance Packages | Investing Winnipeg/Manitoba Investments Winnipeg/Manitoba | financial planning/plan | selling stock/bonds mutual funds TD Waterhouse Private Investment Advice is a division of TD Waterhouse Canada Inc. a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. (Member CIPF) TD Waterhouse is a trade-mark of The Toronto-Dominion Bank, used under license. All insurance products and services are offered by life licensed agents of TD Waterhouse Insurance Services Inc,. a member of TD Bank Financial Group.
|
||