BEATA KRAJCOVIC

Beata Krajcovic, CFP

Director, Private Client Group

647.933.3304


With 17 years of experience in the financial services industry, Beata is a key component for any financial planning needs clients may have. Taking the time to understand and develop comprehensive financial plans, Beata is committed to capturing the entire picture and believes financial plans are worthless unless they are treated as a dynamic document that is updated at least annually. Beata works closely with Nicholas, which means Financial planning is combined with tax planning for clients of the firm.