William Vastis, creator of the Trusted Wealth
Planning Approach™, is widely regarded as one of the top investment advisors
in Canada. He is a Vice President of RBC Investments/ RBC Dominion
Securities. He has been on RBC Dominion Securities' prestigious
Executive and Chairman's Council in 2001, 2002 and 2003. His Toronto-based Practice serves successful clients across
Ontario.
As your Investment Advisor, William offers a wealth of
experience. His practice has grown steadily since he joined
RBC Dominion
Securities in 1996 following graduation from the University of Guelph with a
Bachelor of Commerce Degree (B.Comm).
Committed to ongoing professional development, William
holds his Professional Financial Planner (PFP), Professional Management
Techniques (PMT) designations and Canadian Investment Management (CIM)
designation. Representing individual integrity and supreme professionalism,
William Vastis has also achieved the designation of Fellow of the Canadian
Securities Institute (FCSI).Thisis reserved for financial
services professionals who have met the most exacting standards for industry
experience, advanced education and solid endorsement from their peers and
superiors.
As a licensed Life Agent, he is qualified to provide
tax-deferral and risk-management strategies through the use of life
insurance as well.
Before joining
RBC Dominion Securities, William was a
major part of the success of a golfing business, which still prospers today.
A former All-Canadian football player, William continues
to enjoy the sport by assisting The University of Guelph
Gryphons. William is also a supporter and one of the co-founders of the
Guelph Gryphon endowment fund. In the community, he is involved with the
Houselink Community Homes, United Way, Sick Kids Foundation, Canadian Institute for the Blind and the
Hellenic Home For The Aged. He is also an active Big Brother and a member of
the Rotary.
William is married to Kathy, an elementary school teacher,
and they are happy parents to their children Victoria Rea and Angela
Katherine.
William is also very active in sports. He currently
coaches his Daughter, Victoria's soccer team and also enjoys Australian
Rules football. He plays for the
Mississauga Demons. William also enjoys Golf, Hockey and squash as well.
Christine, is one of the co-founders of The William Vastis
Wealth Management Group. Recently coming back from maternity leave,
Christine has been an essential part of the team’s success.
She comes with 14 years of experience in the financial
services industry. She is a graduate from Queen’s University with a major in
Psychology. Christine comes from a service-oriented background in the
financial sector and is highly committed to bringing clients timely,
efficient and courteous service. Prior to joining RBC Dominion Securities,
Christine spent four years working for Nesbitt Burns.
When clients have questions or inquiries regarding their
accounts, Christine will always try her best to provide friendly and
efficient service in English, French and German.
Christine happily married to her husband Gino and is a
mother of her daughter Gabriella.
Barrington Grey began his career with a leading
Insurance Company in 1989 as a life insurance representative. After
receiving a national sales award in 1990, he decided to focus his attention
on the innovative uses of life insurance in personal and corporate
situations. After four years, Barrington joined the firm and has played an
integral role in the development of the insurance services of RBC
Investments.
Barrington now works closely with our Group and our
clients to develop and deliver advanced estate planning and insurance
strategies. His focus on presenting tax- advantaged accumulation strategies
has helped him create a tremendous amount of financial success for those
clients.
Barrington is a
member of the Canadian Association of Financial Advisors (CAIFA) and the
Greater Toronto Area Round Table of the Canadian Association of Gift
Planners (CAGP). He is currently enrolled in the Chartered Life Underwriter
(CLU) curriculum and is a featured speaker at educational conferences of
leading insurance providers.
In
appreciation of your valued business relationship with us, The William
Vastis Wealth Management Group and RBC Dominion Securities are pleased
to offer you a complimentary Will and estate planning consultation with
Kelly Rivard, our Will & Estate Consultant.
Kelly works closely with Bill Vastis and his Group to provide you with
information on structuring your estate in an efficient and tax-effective
manner. Following your meeting, Kelly will provide you with a report
outlining various estate
planning issues for you to explore in further detail with your own lawyer or
accountant.
Kelly
graduated from the University of Western Ontario Law School in 1993 and was
called to the bar in 1995.
She has also obtained her Certified Financial Planning designation.
Prior to joining RBC Dominion Securities, she worked for a major trust
company for over seven years in various estate planning and administration
roles.
Her practical experience administering estates assists clients in
structuring their affairs to take into account both the personal and the tax
implications of an estate plan.
We offer this complimentary service as part of our
ongoing commitment to providing you with full-service, comprehensive wealth
management. Our goal is to ensure that all your needs continue to be
addressed.
You may find this service useful if:
You are presently without a Will or
powers of attorney
Your Will and estate plan has not been reviewed within
the last 2 years
You wish to explore how your estate plan may be
distributed
You are named executor in a Will and you wish to
delegate the time-consuming administrative functions to a trust company
In addition to the individuals above, an extensive team
works behind the scenes for clients of The William Vastis Wealth Management
Group. This includes:
Financial Planners to
assist with your tax, estate, and financial planning needs
Investment Strategists
who make quarterly recommendations for portfolio structure based on a
well-considered outlook for the future direction of global markets and
economies
Research Analysts
who provide fundamental, quantitative and technical research on individual
companies and sectors. RBC Capital Markets provides research on Canadian
companies, while several leading U.S. investment firms provide research on
U.S. companies. Research on discretionary investment managers is provided
by two of the world’s foremost investment consultants – Lockwood Financial
and Frank Russell Company.
Fixed- Income Specialists
who provide access to Canada’s largest inventory of fixed-income
investments, including bonds and money market instruments.
You also have access to our extensive professional network
to help meet all your wealth management needs.
Dan received his Bachelor of Arts in Commerce and Finance
from the University of Toronto in 1992 and his Bachelor of Laws from the
University of Ottawa in 1995. Dan articled with the firm in 1995 and was
called to the Ontario Bar in 1997 at which time he was invited to join
Aylesworth Thompson
Phelan O'Brien LLP. Most recently Dan obtained his Master of Laws in Tax from Osgoode Hall
Law School in 2001.
Dan’s practice is focused on working closely with small
and medium sized businesses (whether conducted as corporations,
partnerships, joint ventures or sole proprietorships) and their
owner/operators.
The relationships that Dan has established with his
clients have given him the opportunity to work with his clients in the areas
of corporate and commercial law, trusts and estate planning and
administration, and domestic tax.
Dan is frequently called upon to draft or review
Shareholders’ Agreements, Inter-Vivos Trusts, Wills and Powers of
Attorney, structuring and preparing documentation relating to corporate
reorganizations, as well as to advise on shareholder disputes, wealth
preservation and estate planning, and administration of estates.
Throughout his legal career Dan has found himself dealing
with various private corporations and entrepreneurial individuals in
relation to the purchase and sale of a variety of businesses, including
businesses in commercial and industrial manufacturing, professional
services, employment and staffing services, hospitality, and private
education sectors.
Some of Dan’s most recent transactions include:
The sale of a manufacturer/distributor of
aluminum and vinyl siding;
The purchase of an employment
recruitment/placement agency;
The negotiation of a settlement (and
subsequent share sale) between shareholders of a corporation in the
hospitality industry;
The reorganization and subsequent sale of
a distributor of wigs and hair replacement products; and
Part of the team that attended to the
reorganization and subsequent sale of a major communications company.
Dan is a member of the Law Society of Upper
Canada, the Ontario Bar Association, the Canadian Bar Association, The
Osgoode Society and Ontario Club.
An intelligent way to get a mortgage.
An intelligent way to make your dreams come true.
Myself and Nick Panoulias, have a combined twenty years of
experience in the financial services industry. If service , the best rates
and completely objective advice are important to you we aim to exceed your
expectations and differentiate your experience in attaining your mortgage.
You deserve the best and we will ensure you get it. All this comes at no
charge to you as Mortgage Intelligence is compensated by the bank that
finances your mortgage. Our loyalty and commitment is to you . Please feel
free to call us any time.
Lawrence Goldenstein is an Account Manager,
Personal Financial Services in the Forest Hill branch of RBC Royal Bank. He
has been with RBC for over 8 years. Lawrence graduated from Seneca College
with a diploma in International Business and is continuing his academic
studies in Personal Finance and capital markets.
As an Account Manager, his goal is to provide the highest quality of
customer service to his clients from banking services to complex credit
needs. He has access to the services provided by member companies of RBC
Financial Group.
Lawrence has always been known to give superior customer service as
indicated by the many letters of praise and thanks from his clients. He has
always been involved in giving back to the community and currently
volunteers his time for The Adam Dream Fund for the Hospital for Sick
Children, The Sunny Brook Foundation, The Crohns & Colitis Foundation, and
HouseLink Community Homes. He is married and expecting twin’s in April.
Daryl G Loader RBC MAP Relocation Finance
Specialist is a key member of a dynamic team of RBC Mortgage brokers and
Personal Financial Services Representatives offering a differentiated
customer experience. Mr. Loader is a full partner in ensuring RBC Values are
met with each client interaction and strives to ensure progressive
relationship management at each opportunity.
RBC MAP (Mortgage Assistance Program) is a full service department of RBC
Royal Bank offering subsidized Royal Bank Mortgages in partnership with
Canadian Corporations.
Blair joined
Hilborn Ellis Grant in 1985 with a B.Comm
from Halifax’s Dalhousie University. As a partner, his commitment to the
interests, issues and service of his clients has proven time and again to be
vital to their success. One-on-one business advice, sound professional
judgement and timely communication are consistent hallmarks of Blair’s
partner service. Proactive and innovative in his approach, Blair takes the
time to learn each client’s business and their visions.
Through continual and trusted financial partnerships he
achieves results his clients respect: immediate, customer-tailored and on
schedule. These are the qualities that make Blair the right professional to
be your Chartered Accountant. And of course, a keen sense of humour makes
the picture complete. He’s not your typical Chartered Accountant. But then
again, Hillborn Ellis Grant is not your typical accounting firm. With
partners possessing a full range of educational and business backgrounds,
Blair is one of the many ways
Hillborn Ellis Grant consistently gives
businesses a helping hand to succeed.
Leslie
Dennis has been one of Toronto’s top Real
Estate producers each year, since she began her successful
career, in 1991. Leslie
works on volume, selling homes that range from $300,000 to well
over $3 million. Having earned a Visual Arts degree from New
York City's Parsons School of Design and an Honors degree from
Western University in London Ontario, Leslie
thrives in the Real Estate Business because it challenges her
creative side. "It’s the variety of people, homes and
deals that come across my desk. All of them are different. There
is a strong sense of satisfaction knowing you have had an impact
on one of the most important decisions a person makes in their
life. "
Leslie’s
soft-sell style is true to her sophisticated approach. Often
working on four or five deals at a time,
Leslie attributes her
tremendous success to hard work, determination and honesty.
"With each deal, I ask
myself, 'Would I live here?” and
‘How might the real estate market impact the future resale
value of this
home?' If she is satisfied with the answers, only
then will she support her client’s decision to purchase.
Leslie believes that a client’s satisfaction in which their
transaction was completed is the key to a
successful real estate
agent.
A Toronto resident all her life, Leslie
has been featured in the Globe and Mail, National Post and CFTO
News for her extensive knowledge on Toronto’s Real Estate
Market. She has created a vast network of
clients and contacts
based on her many years of experience.
Much of Leslie’s business comes from referrals, which speaks
for her fine qualities as an agent. If you
are thinking of
buying or selling a home, Leslie can be reached at: 416-785-1500
or lesliedennis@foresthill.com.
Head2Head is the only company in Canada that specializes in
placing professional recruiters in-house, either on a contract
or permanent basis. We have recruiters across Canadawho are
experts in sourcing and assessment for anytype
of staffing needs, including strategic or discreet executive
searches. They'll source only quality candidates, reduce or
eliminate the expensive advertising and agency fees you may be
incurring, and decrease your cycle time-to-hire. Our certified
in-house recruiters work exclusively for you, and any
candidates they source always belong to you,
at no cost.
I'll call you again next in the
next couple of months,
as agreed, once you've had the opportunity to review the
information. If youhave
any questions prior to my call,
please feel free to contact me by phone or email. I'd be
pleased to arrange a brief meetingto
discuss your specific requirements in more detail.
At
the mere mention of visiting a new listing, her face brightens, her
gestures become more animated. For Effie, showing and selling homes
is a genuine privilege and pleasure.
She
credits her tremendous amount of stamina and energy as one of the
key proponents of her success today. Working full throttle seven
days a week, Effie insists on being available to her customers by
phone, fax or pager, day and night. Whether working from her home
office or the offices of Remax, Effie's service is completely
computerized, providing her, and her clients, with instant, updated
market information.
Servicing all price ranges, from first-time buyers to top
executives, her challenge, she says, is to find a compatible match.
"There's a certain feel to a home, just as there's a certain
personality to each person."
Finding that match is precisely where Effie excels. Her secret is in
her uncanny ability to set people at ease. The rapport is instant.
Friendly. Trusting. She listens intently, asking questions at just
the right moment, focusing her undivided attention on her customers'
expressed needs and wishes.
For
most, purchasing a home is the single largest investment they'll
ever make. Effie doesn't take her responsibilities lightly. "People
are trusting that you'll service them. They're relying on you.
You're uprooting their entire family."
A
straightforward businesswoman, Effie doesn't let up until her
clients are satisfied. Her honesty, integrity and commitment are
attributes that anyone who knows and has dealt with Effie,
appreciates.
When working with vendors and buyers, Effie takes her customers
through a process identifying realistic expectations. For first-time
buyers, she treats them as if they were her own children, guiding
them with the same honesty and concern she'd expect from an agent
serving her own family.
One
of her greatest rewards is being able to sell a home at the price it
deserves. For higher-priced executive homes, Effie advises her
customers to anticipate taking a longer time, noting that you can't
rush to find that special buyer.
With the backup assistance of her husband Jim, Effie is able to
provide exceptional service. Her outstanding accomplishments,
achieved in both good and uncertain economic conditions, are a
testimonial to her true professionalism, dedication and high ethical
standards while performing in any price range.
Heart Lake Town Centre
180 Sandalwood Parkway
Brampton, Ontario
L6Z 1Y4
Canada
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