Plan
With over fifty years of collective experience in the financial services industry, my team and I understand the value of creating a customized wealth plan to help ensure you are properly prepared and confident in your future.
The Minarik Group
The Minarik Group
With over three decades of experience in the Wealth Management industry, Don has the knowledge and understanding to ensure solutions and clarity for each of his client relationships. Regardless of the complexity, through comprehensive and integrated wealth planning, Don will work with you to implement a client-focused solution that is tailored to the needs and objectives, as well as those of your family, and your legacy. This requires utilizing TD specialists, as well as working collaboratively with your accountants, lawyers, and other professional advisors.
A Reliable, Proven Approach To Your Wealth
Protect
It is important to protect what's yours through tailor-made investment strategies along with prudent tax and estate planning.
Prosper
Ultimately we want you to prosper and enjoy your future, knowing that you and your family are well taken care of.
Our Mission at The Minarik Group is to serve client families by successfully and efficiently functioning as the CFO of their family enterprise, allowing them to focus on what is most important to them. Being FEA certified, Don has extensive knowledge working with families and their complex needs, which may include family businesses, succession planning, family governance, and wealth management. Our Goal at The Minarik Group is to create a legacy for clients and their families for many generations.
Multi-Professional Team Approach
Lawyers
Private Banker
Commercial Banker
Private Trust
Insurance/Estate Planner
Areas of Specialty Within The Minarik Group
- Investment Solutions
- Tax Optimizations
- Income Solutions
- Education Savings
- Lifestyle Protection
- Retirement Planning
- Estate Planning
- Business Succession Planning
- Charitable Giving
- Family Governance
- Family Trusts
- Legacy Planning