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Dave Cajka has been servicing the needs of affluent Canadians since 1989.  He has been a registered Certified Financial Planner since 1997, and also holds the Canadian Investment Manager designation.  More importantly, he focuses on understanding your financial needs and coming up with solutions that are tailored to your individual set of circumstances.  Clients find that Dave speaks in a language that they understand, and he is easy to work with. 



There are two main types of clients that Dave specializes in:

1)       Individuals that are within 20 years of retirement.  These people are starting to plan for retirement, and want to make sure that they have enough assets to meet their requirements.  Debts are now under control, and the focus is on saving, tax strategies, and managing the investments to minimize risk and maximize returns.  A comprehensive retirement plan is prepared, which illustrates what retirement will look like.

2)       Retirees, generally ranging in age from 60 to 75.  These people are mainly concerned with preserving their standard of living, protecting their investments from too much risk, minimizing taxes, and also setting up an estate plan. 


No matter what your needs are, Dave Cajka can help you analyse your current situation, assess your investments, and guide you through the myriad of financial products that are available today.  A minimum  of $100,000 is required to enter into a relationship with Dave.