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.
 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

24 June 2019
Premortem - what if we are wrong?
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17 June 2019
Did alternatives get an F in 2018?
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

June 2019
Have you discussed widowhood?
For couples, a well-organized, comprehensive estate plan should also include preparations for widowhood. From collecting key documents to reviewing insurance coverage, we’ve outlined strategic tips to help you plan now for peace of mind later.

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