Private Wealth Portfolio Manager
Investor Type Dealt With: Institutional
Max Bodnar
Maryana Sokolyuk
We are Wermenlinger Sokolyuk Group (GWS), a group of advisors offering sustainable financial strategies for high net worth investors. Our team specializes in integrated wealth management, providing discretionary portfolio management along with tax and estate strategies. Our inclusive consulting approach is designed to meet the objectives of both the couple and each individual, including tax and business requirements. In other words, we manage your entire family’s wealth to cover the needs of every generation.
Our investment style is focused on asset growth and conservation, avoiding speculative trends. Our group’s members all share the same strong commitment to sustainable finance. For us, responsible investing is not simply a new fad, it’s a paradigm that’s here to stay. We know how to manage risks related to climate change and our investment approach follows the principles of sustainable development. Because we believe it is possible to grow your portfolio while leaving a positive legacy for future generations!
MISSION
To help our clients achieve their life goals through integrated wealth management and sustainable investment, while building trusting relationships that redefine their outlook on financial planning.
Jennifer Gunning
Craig Golightly
Bryan Dar Santos
John De Vincenzi
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
Christopher MacRae, CFA, CFP
We help affluent families discover and achieve what is truly important to them.
Mark Thompson
At Thompson Private Wealth Management of RBC Dominion Securities we offer Full Service Wealth Management including customized ESG and SRI portfolios. In addition to Investment management we offer Financial Plans, Retirement Projections, Advanced Philanthropic services and Business Succession solutions. We also cater specifically to US Citizens living in Canada as well as Snowbirds.