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Jeffrey Thoroski

Client focused on growing wealth, financial planning and the eventual transition into retirement income and estate planning.

Jeffrey Thoroski is a seasoned Investment Advisor with over 20 years of experience at a leading firm in the country, specializing in Wealth Management.

He is well-versed in managing equities, bonds, mutual funds, and Option Trading strategies to optimize portfolio performance.

With a background in Insurance planning and Estate planning, Jeffrey leverages his expertise to provide comprehensive financial solutions.

He holds a B.Comm in Finance from the University of Manitoba and has held various key positions at RBC Dominion Securities, including Senior Portfolio Manager, Wealth Advisor, and Vice President.

Prior to his tenure at RBC Dominion Securities, Jeffrey Thoroski also served in a managerial role at Shell Canada / Normand Park Shell.

Highlights

Aug 30 · linkedin

Did you know that trusts aren’t only for the wealthy? In fact, the top three reasons you might consider trusts as part of estate planning goes beyond what’s in your bank account.

In this episode of Matters Beyond Wealth, host Leanne Kaufman talks to Elena Hoffstein, Lawyer with Miller Thomson, LLP about why trusts are a flexible succession planning tool— and why choosing the right trustee for your trust matters. Learn more here.

Aug 29 · linkedin

If you're like many Canadians, your life is on your smartphone. Find out how to keep your device safe, and your data even safer. The post Cyber Safety 101: Smartphones are Smart, but They’re Not Always Secure appeared first on Discover & Learn.

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Location

Winnipeg, Manitoba, Canada