It’s our business to take care of you and yours
Serving clients for over two decades, Zaks Private Wealth is a full-service practice specializing in wealth management solutions for business owners and entrepreneurs. Like the clients we serve, we understand first-hand the level of dedication and planning that is required to build and manage a business. Holding ourselves to the highest standard, we provide a sophisticated, personalized, and complete wealth management experience that not only enhances but also safeguards your wealth. Our team works hard to capture opportunities for growth and leverages tailored strategies that will evolve with your changing personal and business needs.
I like to think of my team as the wealth management equivalent of neurosurgeons – we are not general practitioners or generalists who simply invest money. We are specialists in our field, experts in the financial matters of business owners.
—Tom Zaks, Portfolio Manager & Wealth Advisor, educator, and author
The people behind the business
Hand-selected for their expertise, every member of the Zaks Private Wealth team works to provide the best service possible. We understand and assess your personal goals, leverage the resources available at RBC’s disposal, and provide a comprehensive wealth management plan suited to your unique situation.
Tom Zaks
Lata Poduval
Michael Ruse
Marianna Tassone
Sharan Kareer
What we do
Total wealth management solutions for complex businesses
Dedicated to excellence and fixated on the details, our team of innovative thinkers strives to provide a seamless experience for our clients. We care about the small things and are proud to offer a family office experience to ensure that each concern is heard and every worry reassured.
- Insurance solutions/private insurance
- Tax efficiency
- Generational succession
- Will and estate consulting
- Charitable giving
- Creation of your own charitable family foundation
- Asset management
- Risk mitigation
- Preferred Cleveland Clinic pricing
- High-net-worth banking
- Retirement planning
- Family wealth management
- Business planning
- Corporation ownership reorganization advice
- Consideration of sale/selling your business
Resources
Expert financial advice for business owners and entrepreneurs
For over 20 years, Tom Zaks has dedicated himself to delivering financial education to Canadians. From the classroom to the newsroom, Tom has shared his deep knowledge with thousands, and has summarized his best wealth-building and wealth-preservation insights for business owners.
Articles
The benefits of establishing a family trust
In the past, family trusts were used to provide a tax-effective way of splitting income with spouses and children...
What is a buy-sell agreement?
When a business is owned by different partners, the company usually has an agreement in place to deal with the death...
What is Business Succession Planning?
Business Succession Planning is the process of transferring the ownership and management of a business to another...
Why you need a Business Succession Plan
A good succession plan will help make the transfer of your business go smoothly and allow you to maintain good relationships with employees and business partners...
When should I start developing my Business Succession Plan?
Some plans need to be started five years in advance; others take at least two years to develop and implement...
The must-have financial guidebook for business owners
From taxes to trusts to transferring your business, Tom provides valuable advice and in-depth strategies to safeguard your wealth and strengthen your business legacy.
Videos
Explore our series of videos where we help simplify complex financial topics.
As a seasoned portfolio manager and wealth advisor, an author, a former business TV commentator, and an experienced university lecturer, I’ve honed my expertise and dedicated myself to improving the financial lives of Canadian entrepreneurs. If you’re a business owner with a complex wealth picture, I've seen your situation thousands of times, so I know I can help you clarify, optimize, and enhance it."
—Tom Zaks, Portfolio Manager & Wealth Advisor, educator, and author
It’s our business to take care of you and yours
As experts in the financial matters of business owners, we work to align your personal and professional goals so that you can focus on what you enjoy most in life.