As an investor, business owner or manager, you have specific needs and don’t have the time to become an expert in all areas of finance.
Mortgage Centre's partnership with RBC's Premier Financial Planning team headed by Tom Zaks gives you access to a financial planning team that is only available exclusively to Canada's most successful business owners & investors. Tom Zaks & his team have made themselves available to all of Mortgage Centre's valued customers irregardless of portfolio size.
As the Premier Financial Advisor to Business Owners & Investors, Tom Zaks and his team can help you build strategies to minimize taxes, maximize your working capital, minimize risk and ensure the liquidity you require. Tom can also help you integrate business & investment protection strategies into your overall plan.
Tom has developed a team of strategic partners who specialize in helping business owners & investors in the areas of taxation, banking, insurance, law and the preservation and building of wealth. He will also work with your current advisors to implement strategies to reduce taxes both personally and corporately.
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Author of the book “Financial Planning for the Canadian Business Owner”
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Professor of Advanced Personal Finance at Ryerson University
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Regularly appearing on Report on Business Television, City-TV and CTV
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Published author and contributing articles to the Globe and Mail and “Small Business Canada Magazine”
Tom Zaks is the author of the book “Financial Planning for the Canadian Business Owner” and is a Professor of Advanced Personal Finance at Ryerson University. He regularly appears on CP24, Report on Business Television, Garth Turner’s Small Business Television and CTV. He has regular articles in the Globe and Mail and Small Business Canada Magazine. He is a Certified Financial Planner with an extensive background and experience in wealth management for business owners.
Free Financial Check-ups Available for those who qualify
As a business owner & investor, you may have out-grown your current plan and are looking for a more sophisticated approach to your finances and investing. Tom can help you with a “free financial check-up” which will include a comprehensive financial plan specific to you and your business & investments. This plan will include such things as tax savings, income splitting, investment selection, and asset protection.
The all-inclusive investment approach
The Advisor Account is a special type of investment account designed to complement our balanced portfolio approach to investing. Working together with Tom, you can plan, implement and make adjustments to your portfolio as needed. But unlike a traditional account, you don’t pay commissions at the time of each transaction or service.
Instead, you pay an all-inclusive management fee. This fee will be tax-deductible for all non-registered accounts. Using the Advisor Account can usually cut a client’s current fees in half.
About RBC Dominion Securities
Tom is backed by the resources of Canada’s leading investment firm
Through Tom, you have direct access to the expertise and resources of RBC Investments, Canada’s leading provider of wealth management services. When you choose to work with Tom, you are selecting an Investment Advisor who is supported by a vast network of traders, economists, top-ranked research analysts and leading investment strategists.
RBC has been providing professional advice to investors since 1901. Today, one million clients worldwide trust RBC to help them achieve their financial goals.