Approach | Yuri B. Kotik | Macquarie Private Wealth

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YURI B. KOTIK, Ph.D., Econ.

Investment Advisor

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Approach

I tell clients what to do.

They tell me they like what they get.

Joining this conversation is free and easy — Ask a question

Add measurable value.

If you do not understand what investing at a discount to net asset value means you should find out. It's not value investing. It's not buying low and selling high. It’s an original, powerful, and easy-to-understand concept, and it is definitely worth a phone call.

Achieve tax efficiency.

I know how to use capital losses for predictable Tax Free Income for you. We can discuss it with your accountant. Your accountant CAN NOT transform taxable interest into dividends or capital gains AFTER the fact.

Anticipate crisis.

Many years of experience investing in all kinds of markets taught us that. There is no education for an Investment Advisor like adversity and no substitution for adversity.

Apply theory to practice.

Post graduate education in business and economics are just one of the tools applied to the task of giving you the informed advice based on research.

Align my interests with those of my clients.

Fair and transparent compensation reinforces ethics in investment advice by elimination of possible conflict of interests and benefiting investors in many ways.

You can benefit from our approach. Just like our clients do. Call and book an appointment!

"As an industry professional and a client I can fully appreciate my financial advisor's truly elegant investment approach. It changes the all important risk/reward relationship into Yuri’s clients’ favor. Highly recommended."

DG, Chartered Financial Analyst

"I have been burned many times from investments and other advisors in the past. I am absolutely thrilled with the investment services that Mr. Kotik provides. My returns have been excellent even with the economic downturn and he has a very innovative way of investing. I truly feel that he has my best interests at heart. What a breath of fresh air!"

Alex Chor, Toronto

Questions and comments

Contact me and get
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Toll-Free: 1 877 968 5055
Local: 905 968 1931
yuri.kotik@macquarie.com

Ask me about

How my clients did in this or previous market downturns

How to get rewarded for
taking LESS risk

How to stay calm and use other investors' emotions to your advantage

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.