The Rosychuk Investment Group
The Rosychuk Investment Group manages a number of core investment strategies that are exclusively available to affluent individual investors, institutions and corporations looking for superior returns with a disciplined risk management process. Each of our core investment strategies are separately managed (SMA) mandates, handled directly by our team of Portfolio Managers. Our investment strategies employ rigorous investment analysis that is used by many of the top institutional money managers and pension funds. Our core competency focuses on investing in businesses with a long history of distributing stable and rising dividends to their shareholders.
Over time, our investment process has produced superior long-term returns with significantly less volatility than market averages. Depending on each clients unique objectives, we customize our asset mix using core investment strategies, third-party money managers and absolute return strategies.
Tax impacts every aspect of your financial life. Our team will work directly with your accountant to review your recent personal and corporate tax returns. We can help to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
• Counsel on tax efficiency, deferral and income splitting opportunities
• Focus on opportunities unique to your individual business or industry through the proper use of Trusts
• Understanding the tax consequences related to your individual investments
• Maximizing your retirement plan savings under current and changing tax laws.
It all begins with the plan...
Our team will work with you to create a financial vision document that outlines your personal goals; by turning those goals into a vision that accurately reflects what's important to you. Our financial planning experts will then design an inflation-adjusted comprehensive plan that evaluates your current financial situation by analyzing your income and expenditures, in order to identify long-term retirement finding requirements and estate planning goals. This plan becomes the foundation of our working relationship and helps us focus on your unique goals. We will review your plan on an annual basis and update it to reflect any material or significant changes in your circumstances.
Additional financial planning considerations include:
• Cash flow projections and planning
• Retirement planning
• Philanthropic planning
• Education planning
• Business owner advisory services
Have you considered your legacy? For many people, family and charity are high on
the list of those who should benefit from their lifetime of work. Our estate planning advisors will work with you to clarify what you are looking to achieve and offer solutions for the most efficient way to carry out your legacy. They will review your personal and family circumstances, clarify your estate objectives and explore Will planning options with you.
Additional estate planning considerations include:
• Strategy development, structuring and implementation
• Electing a Power of Attorney
• Trustee assistance services
• Onshore and offshore trust planning
• Trust administration and reporting
A long-term relationship with The Rosychuk Investment Group provides more than just investment solutions and advice.
You will have dedicated support from our personal team of investment experts, as well as comprehensive resources from CIBC Wood Gundy. Our clients also have access to a broad range of online tools, research and resources.
