The Urekar Financial Group
Dick & Nancy Urekar

With over 45 years of trusted financial experience

Specializing in service to investors with substantial portfolios, Dick & Nancy Urekar work together as a team to provide wealth management for their clients.

• We provide our clients with an excellent client service environment


• We advise our clients on structurally sound investment portfolios
• We recommend quality investments with attention to lower costs
• Where possible we use tax efficient withdrawal strategies leaving more after tax money in our clients' pockets
• We ensure that our clients' Estate Planning needs have been addressed minimizing the tax their estate will pay and leaving more for their beneficiaries





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Biography



Dick Urekar has over 26 years of experience in the financial services industry. The first half of his career was spent in banking and private business, and the balance has been spent in the Investment industry.

• M.B.A. Finance, B.A. Economics
• Branch Manager
• Senior Financial Advisor
• Can provide advice on investment securities and insurance products including stocks, bonds, GICs, mutual funds and segregated funds
• Registered Trust & Estate Practitioner
• Past Auditior for a local Church
• Past Treasurer - local Chamber of Commerce

Nancy Urekar has a MBA in finance. After running her own business for many years, she continued her financial career in research at a large brokerage firm where she developed a great deal of expertise in the investment industry.

• Can provide advice on investment securities and insurance products including stocks, bonds, GICs, mutual funds and segregated funds
• Life & Disability Insurance Licensed
• Past owner - Angrove Marketing Group
• Previously Vice-president - McLeod Young Weir Ltd
• Past president - Canadian Federation of University Women (Orangeville)

Together, Nancy & Dick work with individuals by reviewing and planning for their Estate, Tax and Investment needs. Estate planning is a strong focus of their practice.





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Useful Links to Financial Information:

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RESP - everything you need to know:

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Assante Wealth Management - Financial Strength

Our parent company, CI Financial Income Fund, has grown into one of the top three firms in its industry with total fee-earning assets of $97 billion.






Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.

Be well-advised is our promise to you.

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