Bosak Wealth Management of RBC Dominion Securities Inc.

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Bosak Wealth Management of RBC Dominion Securities Inc.

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

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.

07/22/2026

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/4pz8A9a

06/21/2026

Happy Father's Day to the people guiding, supporting and believing in us. The way you show up every day makes all the difference.

06/10/2026

Congratulations to our son Oliver and his teammate Boris on an outstanding gold medal victory in the Jr Mens Double at the CSSRA regatta this weekend with DM Rowing! Your hard work and dedication throughout the season have truly paid off, and we couldn't be prouder of the exceptional performance you both demonstrated on the water.

06/09/2026

What a beautiful day for the Niagara Golf Marathon! 🏌️‍♂️ Adam participated in 100 holes of golf as the event raised over $185,000 for the community through the marathon and online auction. Incredible support for such important causes in the community!"

Address

63 Church Street Suite 400
Saint Catharines, ON
L2R3C4

Website

http://www.bosakwealthmanagement.com/

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