William Vastis of William Vastis Wealth Management Group is rank 1 in Wealth Professional Canada's 2017 Top 50 Advisors
The William Vastis Wealth Management Group
RBC Dominion Securities
Toronto, ON
The Advisor of the Year at the 2016 Wealth Professional Awards leads the pack of our Top 50 Advisors, too. And for good reason: With assets under management of $715 million – an increase of $65 million this year – Vastis and his team at RBC have excelled in catering to high-net-worth clients across Canada. It’s a growing segment in this country, so it’s not surprising that he has boosted his revenue per client considerably over the past 12 months.
In our September issue, Vastis revealed how the lower risk tolerance of many of his clients led him to localize much of his investment in North America in 2016. With Brexit and ongoing uncertainty in Europe, that approach has proven fruitful, as his 2016 numbers attest. Using ETFs to gain exposure to previously untapped sectors is another strategy Vastis is increasingly using to gain returns for his clients.
Outside of his pretty hectic day job, our number-one advisor guest lectures at the Rotman School of Business at the University of Toronto. He’s also the founder of the Compete to Complete business suit drive, which asks Bay Street professionals to donate business suits to help at-risk young men break into the workforce.
RBC Dominion Securities
Toronto, ON
The Advisor of the Year at the 2016 Wealth Professional Awards leads the pack of our Top 50 Advisors, too. And for good reason: With assets under management of $715 million – an increase of $65 million this year – Vastis and his team at RBC have excelled in catering to high-net-worth clients across Canada. It’s a growing segment in this country, so it’s not surprising that he has boosted his revenue per client considerably over the past 12 months.
In our September issue, Vastis revealed how the lower risk tolerance of many of his clients led him to localize much of his investment in North America in 2016. With Brexit and ongoing uncertainty in Europe, that approach has proven fruitful, as his 2016 numbers attest. Using ETFs to gain exposure to previously untapped sectors is another strategy Vastis is increasingly using to gain returns for his clients.
Outside of his pretty hectic day job, our number-one advisor guest lectures at the Rotman School of Business at the University of Toronto. He’s also the founder of the Compete to Complete business suit drive, which asks Bay Street professionals to donate business suits to help at-risk young men break into the workforce.
