Our team is here for you and your family.
Bosak Wealth Management is dedicated to providing professional wealth management services for you, your family, and your business. Exceptional customer care, open communication, and a well-defined, proven process are the hallmarks of our approach. In addition to Private Investment Management, our extended team of RBC specialists provides personalized advice for your financial planning and retirement, tax strategy, estate goals, family savings, education needs, insurance-based wealth protection, and business succession. Helping others is the reason we love what we do! We do it for our clients, families, friends, and charities.
We do it for blue collar workers, farmers, and small business owners. We do it for professionals and medical practitioners. We do it for philanthropists, retirees, and more... and we would love to do it for you! We are committed to providing the best-in-class experience you deserve.
Only advisors with advanced investment credentials, extensive experience advising clients and substantial assets under administration can offer you portfolio management services through Private Investment Management (PIM). With PIM, you get a completely customized portfolio, built from the ground up by our team, based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transaction, your portfolio manager, Adam, is able to take advantage of investment opportunities quickly and efficiently. He'll work within specific guidelines established in advance and is accountable to these guidelines, which are regularly reviewed and adjusted according to your needs. Unlike most money management programs where you never meet your portfolio manager, PIM offers you the unique opportunity to sit down with Adam and discuss your needs one-on-one—resulting in a portfolio that can more accurately reflect your individual goals and objectives on an ongoing basis.
Meet Bosak Wealth Management
Our mission is to become our clients most trusted Wealth Management team. We take a full service approach to the management of our clients’ affairs to simplify their financial lives. The goal is to ensure that decisions made with respect to investment, retirement, tax, insurance, estate, education and business planning are aligned in such a way that enables clients to exceed all of their financial objectives. To do so, we design plans that are custom-tailored to meet the needs of each client and we perform ongoing reviews to ensure that they remain on track.
Meet your team
Our mission is to become our clients' most trusted wealth management team. We take a full service approach to the management of our clients’ affairs to simplify their financial lives. The goal is to ensure that decisions made with respect to investment, retirement, tax, insurance, estate, education and business planning are aligned in such a way that enables clients to exceed all of their financial objectives. To do so, we design plans that are custom-tailored to meet the needs of each client and we perform ongoing reviews to ensure that they remain on track.
Your goals. Our guidance.
Discover how we help you grow and protect your wealth with confidence.
What we do
Our team approach to wealth management places our clients, their families, and their businesses at the centre of all we do. We continuously examine your plan progress and proactively identify special opportunities that arise as a result of changes in your life. Throughout your time working with us, you are encouraged to participate directly in your wealth management journey. We complete regular reviews and additional consultations as your major life events and personal needs dictate. Our rigorous research process, the vast resources of RBC, and strong professional partnerships are leveraged to manage your investments based on the goals outlined in your financial, tax, business and estate plans.
How we do it
Our proven set of processes ensures that no stone is left unturned, no opportunity is left unexplored, and every detail is covered. We keep you on track to exceed your goals: you're informed of your progress, apprised of our performance, and empowered to live life to the fullest while we sweat the small stuff.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Transparent and Effective
Our Investment Principles
- Stay invested: Time in the market, not timing the market
- Keep it simple
- Be bold in times of uncertainty, be cautious in times of excitement
- Adapt and evolve with the changing world and markets
- Trust in the process: we invest our money the same way we invest your money
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Healthcare professionals
We serve doctors, dentists and many other medical professionals through all stages of their careers. At every stage, we help navigate the complexities of building and protecting wealth as a healthcare professional.
Farmers
Based in the agriculturally rich Niagara region, we design customized comprehensive financial and investment plans that address your needs now and long into the future.
Business professionals
By delegating the strategic management of your personal and professional financial legacy to our expert team, you have the freedom to spend your energy where it matters most, and feel confident in your future.
Professional athletes & entertainers
With cross-border capability, advanced credentials, and over 65 years of combined experience, we are ready to support your professional growth and legacy to ensure you live well and with confidence.
Charities & not-for-profit organizations
We can help you to develop, execute, and monitor an investment strategy that is aligned with your organization’s values and objectives.
Community Involvement
A family run business helping families with all their wealth management needs
Bosak Wealth Management prides itself on giving back and being involved. We enjoy helping those who need it most in our community and teaching our children the importance of giving back. We focus a lot of our efforts towards helping children as we believe that every child deserves opportunities.
Miracle at 30 Agincourt
The Bosaks have hosted and organized an annual Christmas toy and food drive open house in support of Community Care St. Catharines at their home every year since 2015.
Niagara Golf Marathon
The Niagara Golf Marathon is a local movement putting golfers through 100 holes in a single day to raise attention and funds for charities across Niagara.
Wise Guys Charity Fund
The Wise Guys are a local charity group with 100% of proceeds going to charities in Niagara.
Extracurricular Leadership
Adam and Jaime have managed and trained their sons' travel hockey teams since 2013.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Financial Markets Monthly
Forecasts on critical economic indicators including GDP growth, inflation, employment, and interest rates.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.