Bosak Wealth Management of RBC Dominion Securities Inc.

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

What a beautiful day for the Niagara Golf Marathon! 🏌️‍♂️ Adam participated in 100 holes of golf as the event raised ove...
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!"

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more ...
05/10/2026

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more than you know.

Did you know your TFSA contribution room keeps growing - even if you've never opened an account?And here's something to ...
04/30/2026

Did you know your TFSA contribution room keeps growing - even if you've never opened an account?

And here's something to think about: your kids' TFSA room is building right now too. From the moment they turn 18, contribution room starts accumulating, whether they open an account or not.

Reach out if you’d like to explore what this means for your financial plan and your family.

04/17/2026

Imagine a Canada where living to 100—and thriving while you do it—isn't rare, it's normal. Super-aging shouldn't be a privilege. It should be our shared goal. Canada's groundbreaking research is mapping the way forward, and the findings might change how you think about your own future. https://bit.ly/4tLjwkY

Improving your balance supports independence, mobility, and quality of life – all key ingredients for living longer. It’...
03/11/2026

Improving your balance supports independence, mobility, and quality of life – all key ingredients for living longer. It’s also a skill you can strengthen at any age.

Learn how better balance is possible in Can the 10-Second Balance Test Predict Your Lifespan? from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4cHiLUW

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

Want to slow the aging process and feel stronger at every stage of life? It doesn’t have to be complicated. Pick an acti...
02/11/2026

Want to slow the aging process and feel stronger at every stage of life? It doesn’t have to be complicated. Pick an activity you enjoy and get moving.

Every workout you do is an investment in your future self.

Start today, stay consistent, and watch your body and mind thank you for years to come. Read Workout Results: 12 Ways Exercise Benefits Your Body from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4ksJHJP

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

Check out the look of our new website. Same great information with a refreshed look. Stay tuned for more updates and cha...
02/10/2026

Check out the look of our new website. Same great information with a refreshed look. Stay tuned for more updates and changes coming soon!

At Bosak Wealth Management, our team of experts is dedicated to helping you take advantage of opportunities, overcome challenges, and reach your goals.

02/09/2026

Leanne Kaufman, President and CEO of RBC Royal Trust, joined David Chilton on The Wealthy Barber podcast to discuss one of the most essential—yet often overlooked—aspects of managing wealth: estate planning.

In the conversation, Leanne breaks down the do’s and don’ts of estate planning including why everyone (regardless of age or net worth) needs a Will, the value of a “when I die” binder and some mistakes to avoid.

Watch the full episode here: https://bit.ly/4qv2Z2x

Did you know that cutting calories might not just help you lose weight, it could also support healthier aging? Research ...
01/14/2026

Did you know that cutting calories might not just help you lose weight, it could also support healthier aging? Research shows that reducing daily calories by up to 25 percent may slow some age-related changes and decrease inflammation, a key contributor to aging.

Learn how calorie-conscious eating can help protect your body, your brain and your longevity in How Calorie Reduction Can Slow Aging from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4pJq6Gv

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

01/08/2026

Money can be a sensitive topic for Canadians and a source of stress and tension in our lives. But what if you could change your relationship with money and improve your overall wellbeing?

Listen to our latest episode on financial therapy to learn more, and kick off your year with confidence: https://bit.ly/4jFeJOs

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63 Church Street Suite 400
Saint Catharines, ON
L2R3C4

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