Your Path To Financial Security Starts Here!

FINANCIAL PLANNING AND WEALTH MANAGEMENT IN TORONTO

ROMAN PRIVATE WEALTH

PROTECT, GROW, ACHIEVE

Roman Private Wealth is a boutique wealth management firm that helps successful families, business owners, and top-of-their-field professionals in Toronto move toward financial independence.

Based out of Toronto, we work with clients locally and across Canada. Whether you live in Toronto or Vancouver, we can help you with your retirement planning, financial planning, wealth management, and estate planning. We apply our proprietary 360 Financial Planning Process to consider all the pieces of your financial puzzle and create a plan focused on your goals.

At Roman Private Wealth, part of our philosophy is to treat our clients like family. Your financial advisor will take the extra time to get to know you on a deeper level so that your financial plan meets your needs.

Circumstances change. Life can throw the unexpected at you. And you may find that some of the goals you set for yourself no longer serve your purpose. During those times, your financial advisory team will be there to guide you.

Identifying Goals

Are you focused on saving for retirement? Do you want to build a college fund? Or do you have a nearer-term goal such as buying a new home? If you’re like many people, you might have multiple financial goals that you need to balance.

Working Collaboratively

Whatever your financial goals may be, we are here to listen carefully and offer professional guidance to help get you where you want to go.

Strategic Planning

After we know you better and understand your resources and goals, we can help you develop a personalized strategic plan to make your dreams a reality.

Office Address

1000-2680 Skymark Ave
Mississauga, ON L4W 5L6

Primary (647) 637-5258

[email protected]