Tom Zaks
Portfolio Manager and Wealth Advisor @RBC Dominion Securities
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WORK HISTORY
Portfolio Manager and Wealth Advisor @RBC Dominion Securities
At Zaks Wealth Management of RBC Dominion Securities, we work exclusively with business owners. We are pleased to offer a wide range of investment and wealth management services, many of which are complimentary to you as a valued client.The RBC Wealth Management Services team, which includes highly accredited lawyers, accountants and financial planning specialists help us offer the following services to our clients- Will and estate consulting- Business owner planning- Insurance assessment- Corporate ownership reorganization advice- Family wealth management- Comprehensive financial planning with a focus on tax efficiency- Establishing your needs for tax, estate, insurance and charitable gift planning- Collaboration with your existing professional advisors, such as lawyers and accountants, to integrate your investment plan
EDUCATION
University of Toronto
Finance
ABOUT TOM ZAKS
Innovative, strategic, and driven, business owners are a special breed, and I have…
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