The document outlines a wealth management approach focused on understanding clients' core values and lifestyle to develop tailored financial solutions. It emphasizes the importance of clear communication in achieving clients' goals related to wealth accumulation, conversion, protection, and transfer. The William Vastis Wealth Management Group offers a comprehensive range of services to simplify wealth management and guide clients through their financial journeys.

1. Offering effective
strategies to coordinate
your wealth.

2. We start with the right question
Scattered and diverse wealth is often difficult to grow and manage because it lacks the
thread that a tailored approach provides. By determining the fundamental belief behind
your goals, we can effectively coordinate your wealth without overwhelming complexity.
Therefore, the question we ask is not only
‘what are your goals?’ but ‘why these goals?’
We seek to understand the deciding elements in
your lifestyle so we can focus on your core values
to streamline the time and effort your wealth
demands from you. Our process has allowed us
to become two of the top-ranking advisors
within our firm. Our team is built to operate on
two levels. While Ravi uses his extensive market
knowledge to provide analytical expertise for
managing financial tactics, William shapes the
larger wealth strateg y and direction from indepth discussion with our clients. Together with
their team of professional staff, William and Ravi
custom build financial solutions that will structure
your wealth in a clear and measurable manner.
“I have brought a significant portion of
my clients to work with him. He’s very
very good at understanding that each
client is unique, each client is different
and he listens very well.”
Mr. Donald W.
Family office
Mississauga

3. Finding your wealth’s fundamentals
“We often hear how investors feel that the complexities within the management of one’s wealth are
confusing and time-consuming to deal with. This is why the solutions we build – no matter how varied
from one client to another – revolve around clarity and protecting one’s lifestyle from those complexities.”
– William Vastis
At the centre of your wealth is your lifestyle.
Our wealth solutions are designed to protect it
from internal as well as external factors. We will
guide you through each stage of your life.
For wealth accumulation, we will strategize
your retirement plan, education funds and
major purchases.
For wealth conversion, we will help you maximize
your after-tax income by finding the incomeproducing investments that are most suited for you.
For wealth protection, we will help you to
analyze and reduce risks so you can enjoy your
independence, lifestyle and peace of mind.
For wealth transfer, we will coordinate your
other financial professionals to create your
legacy for family and charity.
Our extended services:
Portfolio investment and asset allocation
Trust account solutions
Financial planning
Risk management and insurance
Credit and lending
Solutions for business
Will and estate planning
Wealth advice and planning
Monitoring and tracking progress

4. The Financial Streamline Approach™
By coordinating the various aspects of your wealth, we provide personalized solutions that fit your lifestyle so
you may derive the most benefit from your situation. Our proven process is designed to achieve a complete
understanding of your goals and circumstances so we can deliver a complete service to further your needs.
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2. Core Objective Discovery
Through in-depth discussion of your goals
and the reason behind those goals, we will
help you to determine the core of your wealth
objectives. By understanding your individual
needs and the circumstances surrounding
them, we will be able to better craft a solution
that fits your unique situation.
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1. Introduction
The first meeting is meant to be a mutual
introduction. We want to get to know you and
get a feel for our compatibility in terms of wealth
management philosophy and approach. In our
experience, compatible financial attitudes lead to
a long, meaningful relationship. At the end of our
discussion, neither of us have to make a rushed
decision. Choosing an advisor is an important step,
so we should both take time to consider. We will
run a brief assessment to determine if we are a good
fit, and we will contact you within 48 hours.
5. On-Going Care
We are committed to long-term financial
relationships with our clients. We will
update you on your financial progress on a
regular basis and make adjustments to your
investment portfolio as market fluctuations
demand.
4. Connect Your Wealth
According to the wealth strategy we have
created, we will design specific tactics to
actualize the individual objectives. We will
coordinate a vast resource of internal experts,
world-class financial products and any of your
existing financial professionals to implement
these solutions.
3. Central Wealth Analysis
Once we have analyzed the information you provided in detail, we will shape a
strategy that fits your timeline, financial expectations, personal goals and wealth
capacity. This will be a guideline designed to fit your unique lifestyle needs.
“I was immediately impressed with
William’s group as they simplified
what seemed to be an endless supply of
paperwork, and in one instance went so
far beyond my expectations that I was
truly amazed.”
Mr Cameron P.
Toronto

5. The William Vastis
Wealth Management Group
200 Bay Street. Suite 2500
Toronto, Ontario M5J 2J2
Tel: 416-842-2414
Fax: 416-842-2362
Toll free: 1-800-561-6431
william.vastis@rbc.com
www.williamvastis.com
Professional Wealth Management Since 1901
TOP 40
UNDER 40
Chairman’s
Council
TM
When providing life insurance products, Investment Advisors are acting as Insurance Representatives of RBC Wealth Management Financial Services Inc. ®Registered trademark of Royal Bank of Canada. Used under licence.
RBC Dominion Securities is a registered trademark of Royal Bank of Canada. Used under licence. © Copyright 2011. All rights reserved.