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Investing Services



 

 


Richard and David








Wealth Management is not what we do, it's who we are


Nancy Starek, Investment Advisor; Richard Maaten, Vice President, Investment Advisor




Wealth Management
Solutions Designed For You.


"We work with families and family owned businesses to help them mitigate risk, reduce taxes and protect their legacy. We work with some of the wealthiest families in the area. Our business is built solely on introductions from current clients and their advisors."
 

As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life, and require professional assistance with the management of your wealth, we can help. Recognized as leading Investment Advisors in Sarnia, Richard P. Maaten and Nancy M. Starek provide a comprehensive range of wealth management services designed to your unique specifications. In providing you with the service you need, Richard and Nancy offer over 70 combined years of experience in the financial services industry.

Backed by the century-old tradition of RBC Dominion Securities – Canada’s leading full-service wealth management firm – you can be confident that you will get the professional advice and services you need. Whether you’re looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.



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Testimonials
"I can see why you made the move, I just had my meeting with Rick Squires, your Estate Planner and Chris Delaney, Lawyer, your Will & Estate Consultant and was very impressed with the strategies and full report I will be receiving, truly outstanding meeting and service"
Mr. & Mrs. T, clients since 1998


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