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"Over 20 years of experience" – Trusted Advice You Can Count On


Investment and Wealth Management Provider in Toronto, Canada

Vladimir Trkulja is the principal advisor with Premier Planning & Solutions. Premier Planning & Solutions focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution that suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with attorneys, accountants and other professionals when needed to create personalized wealth management strategies tailored just for you.

The clients we serve are a remarkable and diverse group. They include:

  • Entrepreneurs and small business owners
  • Professionals and corporate executives
  • Higher net worth individuals and families
  • Middle aged and senior individuals
  • Individuals who are high income earners
  • Individuals who have inherited assets and lotto winners

Our commitment remains to serve every client as a unique individual with a unique plan to help you meet your financial goals.

Vladimir has been in the investment brokerage and financial planning industry since 1991 and has worked at TD Securities, CIBC Financial Planning, RBC Investments and has owned his own mutual fund dealer. Vladimir has appeared as a guest on the Business News Network's MoneyTalk program numerous times and his books Tax Tips and Tax Shelters for Canadians; Conservative Investing for Canadians and Financial Planning for Canadian Teachers have been featured in the Toronto Star and/or national television. He has appeared as a guest on television's the Business News Network and has been heard on national radio.

testimonials

"I have received financial and estate planning advice from Vladimir over the last 4 years. He clearly is an experienced financial professional with a great depth of knowledge in a wide array of areas including insurance planning, investment taxation and estate planning. "
R. Marzilli, Owner - RAM Construction, Richmond Hill
" As a business owner and a real estate investor my financial circumstances became somewhat more complicated with time. Vladimir provided professional financial advice and helped guide us in a direction that will help save us money over the long term and simplify the transfer of assets to my wife and kids, while at the same time helping my estate save a substantial amount of funds in the future."
A.Garaci, Business Owner, Toronto, ON
Author

Conservative Investing for Canadians

Vladimir Trkulja wrote Conservative Investing for Canadians providing risk adverse investors with information on a wide array of low risk investments.

Tax Tips and Tax Shelters for Canadians

Vladimir Trkulja's book Tax Tips and Tax Shelters for Canadians was highlighted in the Financial Post and on the Business News Network.

Financial Planning for Canadian Teachers

Vladimir Trkulja authored a personal finance book for educators in Canada helping individuals gain a better understanding of personal finance matters.