William Vastis of The William Vastis Wealth Management Group is rank 23 in Wealth Professional Canada's 2018 Top 50 Advisors
The William Vastis Wealth Management Group
RBC Dominion Securities
Toronto, ON
A 21-year veteran of the business, William Vastis has managed wealth for many different clients during his career, but one case in particular sticks out in his mind. “I was assisting a family facing tremendous nepotism within stakeholders,” he says, “and it was looking like a breakdown in business and relationships.” It’s a scenario familiar to anyone who deals in estate planning, but in this case, Vastis’ guidance averted a familial breakdown. “I was able to help mitigate the relationships before it got out of hand and avoid lawsuits and divorces,” he says. “The business is currently transitioning to the third generation, which is quite exciting.”
RBC Dominion Securities
Toronto, ON
A 21-year veteran of the business, William Vastis has managed wealth for many different clients during his career, but one case in particular sticks out in his mind. “I was assisting a family facing tremendous nepotism within stakeholders,” he says, “and it was looking like a breakdown in business and relationships.” It’s a scenario familiar to anyone who deals in estate planning, but in this case, Vastis’ guidance averted a familial breakdown. “I was able to help mitigate the relationships before it got out of hand and avoid lawsuits and divorces,” he says. “The business is currently transitioning to the third generation, which is quite exciting.”
