For nearly 20 years, The Kalinka Group has provided comprehensive and personalized financial planning expertise for clients across Canada. We take pride in taking a team-based approach in providing a highly engaged, personalized, and bespoke private wealth management experience.
We are passionate about connecting with people and take the time to understand their financial realities and their relationship with money. It is through this process that we establish a level of trust with our clients that it takes to empower financial confidence and advocate for their affairs.
Our team works predominantly with affluent families, including primary client relationships with business owners/executives, retirees, and high-income professionals. At the ultra high-net worth level, we specialize in advanced strategies including the involvement of high-end insurance and tax minimization programs, discretionary investment portfolios, and sophisticated use of corporations and trusts.
Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being. Our clients and their families are at the heart of everything we do, every day.