Bosak Wealth Management of RBC Dominion Securities Inc.

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Bosak Wealth Management of RBC Dominion Securities Inc.

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Bosak Wealth Management is here to assist you with managing wealth for yourself, your family, or your business.

We are a customer service driven team that will provide you with the professional advice you need. Our approach to wealth management practice encompasses investment portfolio management, tax minimization planning, retirement and estate planning, family savings plans, insurance-based wealth protection and business succession strategies. For information on our upcoming Educational Events and our Monthly Market updates, please visit bosakwealthmanagement.com

10/27/2026

On October 14 our team attended and sponsored the 4th annual SoupFest at the Pen Centre in support of Second Story Community Homes & Services. A delicious way to spend the afternoon and all for a great cause!

09/29/2026

The Bosak Wealth Management team hosted their 12th annual Client Appreciation Event last Thursday, and it was fantastic. A huge thank you to all our amazing clients for making it so special.
You're the reason we do what we do. Can't wait to celebrate with you all again next year!

09/17/2026

Planning for a longer life is about more than financial foresight. It’s about health, wellness, and the support systems that let us and our loved ones live with dignity and peace of mind. Dementia is one of the realities many Canadian families will face, and having a plan, both care-wise and financially, can help you prepare for how that chapter unfolds.

In this recent episode of The Hart of It All, host Teri Hart speaks with Dr. Saskia Sivananthan, CEO of the Brainwell Institute, about the Ontario Dementia Task Force and its mission to transform dementia care across the province. They discuss why families need clear guidance, assessments, and support long before caregiver burnout or crisis sets in, and they challenge the misconceptions that still surround dementia today.

I encourage you to give this episode a listen.

Apple: https://apple.co/4cKasqM

Spotify: https://bit.ly/4cO6vRP

09/11/2026

Shanah Tovah to all who are celebrating. Your idea of new beginnings happens here.

09/07/2026

Joyeuse fête du Travail ! Nous souhaitons à nos clients et à nos collègues une longue fin de semaine bien méritée.

08/21/2026

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.

08/10/2026

Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it's about optimizing how, when, and where those funds are structured to make the most of every opportunity. Questions? Send them our way.

08/07/2026

As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognitive health. An important part of successful aging is keeping your brain active.

Learn how in Successful Aging: Tips for Keeping Your Body and Mind Sharp from Cleveland Clinic Canada, your experts in living well: https://cle.clinic/4g32Twd

To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.

08/03/2026

As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential care needs or navigating the journey for a loved one, the financial and emotional implications can be significant. Early planning is key.

Specialists from Elder Caring Inc., CanAge, and Baycrest joined RBC Wealth Management to share five practical steps to navigate the emotional and financial costs of caregiving. Watch the conversation here: https://bit.ly/4w9s1HB

07/29/2026

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatary for property.

Address

63 Church Street Suite 400
Saint Catharines, ON
L2R3C4

Website

http://www.bosakwealthmanagement.com/

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