Wealth Management

Regent Capital Partners is one of Canada’s most trusted independent wealth management firms offering comprehensive diversified financial planning services to high net worth individuals, family offices, business owners and organizations. Being an independent firm, we have no biases, hidden agendas or conflicts of interest, unlike other firms who often have competing motivations.Our experienced team possesses the expertise to customize wealth management solutions to suit your specific goals. We are here to simplify the complexity of managing your wealth and deliver the best results for you. You can navigate the complex world of wealth management with the expert advice and support from our team, with our combination of traditional and innovative solutions.

As a full-service securities dealer and investment advisor who is dedicated to delivering superior results, we support and guide high net worth investors and shareholders to meet short-term and long-term objectives. Whether your investment goals are principle protection, income growth or unique investment opportunities, our core team of senior partners will advise you directly to meet and exceed your goals.

Our advisors share consultative investment advice and financial expertise to develop comprehensive wealth plans specifically suited to our clients’ financial goals. Our advisors also have access to extensive capital market products and services and are steadfast in their commitment to always putting our clients’ needs first. Our mission is to serve as your trusted financial partner, dedicated to helping you grow and protect your wealth.

Portfolio diversity and the preferred returns you seek are produced from high net worth investment opportunities. These are guided by the deep knowledge of local and overseas markets. We employ an entrepreneurial approach to investments to identify undervalued opportunities that you can benefit from.

We can be your ideal securities partner with our extensive professional experience, in-depth knowledge, and trustworthy customer service.

Click here to know more about our Team Approach.

Meet our Wealth Management team:

Goran Kostic

Vice President, Private Wealth, Senior Investment Advisor

Goran brings with him 22 years of wealth management experience and knowledge to his role as a financial advisor. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. Goran specializes in investment analysis and works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning and succession planning. Helping people, whether it’s planning for retirement or education expenses, is truly Goran’s passion.

 

Philip Marion

Investment Advisor, CIM

Philip has over 12 years of experience beginning his wealth management career in 2007 with Wellington West Capital. As an Investment Advisor and Portfolio Manager he specializes in working with entrepreneurs and professionals developing financial plans and tailoring specific asset allocation to fit the client’s needs. Philip holds his Chartered Investment Manager, CIM designation, is fully licensed for options and insurance and is active in the alternative asset and capital market finance space.

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Need Help ?
  • (416) 867-4550
  • info@regentcp.ca