WEALTH AND RISK MANAGEMENT
Gary E. Rasiuk — Vice President & Portfolio Manager
I primarily advise families, trusts, foundations, operating companies/holding companies, and business owners who wish to secure their futures through Individual Pension Plans (IPPs). I also provide financial planning, estate planning and insurance solutions, as well as strategic options strategies.
My goal is to achieve absolute returns with low volatility rather than relative outperformance, to preserve your capital for the long term, regardless of market conditions. Risk management and sophisticated portfolio construction are essential components of my services.