William Vastis of The William Vastis Wealth Management Group is part of this year's WP Top 50 Advisors.
3 William Vastis
The William Vastis Wealth Management Group
RBC Wealth Management Dominion Securities
Toronto
AUM GROWTH: $125,000,000
AUM PER CLIENT: $7,272,727
REVENUE PER CLIENT: $27,273
CLIENTS AT END OCT 2015: 110
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 8
Claiming bronze, William Vastis scored in the top five in several categories, including an impressive $125 million AUM growth. With extensive experience in helping business owners and innovators, Vastis specializes in sudden wealth management strategies. He pioneered an approach specifically for business owners who face retirement. In addition to his thriving practice, Vastis and his daughters raised funds and staged their own performance, called The Wickedly Frozen Spectacular, to help support A BroaderWay Foundation, which is dedicated to offering girls from urban communities an outlet for self-expression and creativity through arts-centred programs.
The William Vastis Wealth Management Group
RBC Wealth Management Dominion Securities
Toronto
AUM GROWTH: $125,000,000
AUM PER CLIENT: $7,272,727
REVENUE PER CLIENT: $27,273
CLIENTS AT END OCT 2015: 110
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 8
Claiming bronze, William Vastis scored in the top five in several categories, including an impressive $125 million AUM growth. With extensive experience in helping business owners and innovators, Vastis specializes in sudden wealth management strategies. He pioneered an approach specifically for business owners who face retirement. In addition to his thriving practice, Vastis and his daughters raised funds and staged their own performance, called The Wickedly Frozen Spectacular, to help support A BroaderWay Foundation, which is dedicated to offering girls from urban communities an outlet for self-expression and creativity through arts-centred programs.
