We
thank you for your interest in the William Vastis Wealth Management Group and we
appreciate this opportunity to tell you about
our firm, our team, and how we can serve you better.
What we do is help investors, professionals,
business owners, sports professionals and retirees make the proper decisions, that will ensure their
quality of lifestyle long after their prime earnings years are over. This is
done through our
Trusted Wealth Planning Approach.
It's your money !
You've worked long and hard to build your assets.
We will do everything in our power to preserve and build those assets."
Our Group is fully backed by the professional
support and vast resources available from RBC Dominion Securities,
Canada's leading full-service investment dealer.
What's our definition of Full Service?
To use the considerable resources of our firm to
manage all of your investment needs over your life-long investment horizon.
This includes one of Canada's top-ranked research departments, our three
proprietary analytical disciplines (Fundamental Analysis, Quantitative
Analysis, and Technical analysis Trend & Cycle), U.S. and international
research from Lehman Brothers, Bear Sterns, Credit Swiss First Boston.
Furthermore, we offer a full complement of discretionary services to
accommodate the most complex investment needs. However, most
importantly, full-service means the full attention and dedication of William
and his group in every aspect of your financial dealings.
We hope that you enjoy the site and should you
need any additional information regarding any of our financial planning
services, please contact us at your convenience.
