Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Different is how I would describe myself. Being an immigrant, twice, and growing up in a Canadian ski village meant that my community was my family and integrity and altruism are the foundations of who I am today. As a financial advisor with Merrill Lynch, when you become my client, you become a member of my community, of my family, and you will be taken care of as such.
I emphasize goals-based wealth management, which means that once your distinct needs and goals have been identified, I leverage my team of specialists and Merrill Lynch resources to engineer your financial action plan. Your financial action plan will be a highly customized step-by-step map enabling you to properly prepare whether it's for your retirement, a significant life change, safeguarding your children’s education, taking your business to the next level, or leveraging investment strategies to your advantage.
I help my clients toward making their goals become a reality. You work hard, so why shouldn’t your money?
Taught to ski by Canada’s Female Athlete of the Century, Nancy Greene-Raine, Wiktoria subsequently became an alpine ski racer herself. She competed for 10 years, during which time she was an internationally ranked competitor for four. As a top Canadian athlete, Wiktoria was recruited for the inaugural collegiate ski team at Westminster College in Salt Lake City, Utah. The women’s ski team dominated the collegiate circuit, becoming national champions several years in a row with Wiktoria claiming multiple First Team All-American titles. Wiktoria has since retired and now enjoys having fun on the slopes with family and friends.
Before joining Merrill Lynch, Wiktoria was a Capital Markets Analyst at a woman-owned broker dealer where she was involved on the sell side in IPOs, investment grade debt offerings, and secondary and overnight equity deals. She holds the Series 7, 63, and 65 FINRA registrations. Wiktoria currently lives in Manhattan with her husband and many succulent plants. Outside of skiing, she enjoys weightlifting, baking, and reading in her spare time.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.