MK Wealth Management Brochure

To arrive at your chosen destination you need expert guidance.

Providing you, your family, and your business with the support, guidance and right investment advice for each stage of your life.

Securities Tax Strategies Asset Protection Risk Management Estate Planning Charitable Giving / Philanthropy

Securities-related products and services are offered through Raymond James Ltd., member - Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd., which is not a member - Canadian Investor Protection Fund.

Welcome Successful individuals like you have unique wealth management needs, and we provide the gold standard in wealth management. A holistic plan tailored to your unique needs. Our team is dedicated to understanding you, your risk profi le and your objectives.

“Thorough understanding of our clients’ goals is paramount when providing appropriate goals-based advice and solutions.” – Michael Kolodnicki Meet with us to discuss customized solutions tailored to your personal and corporate goals, time horizon, and risk tolerance.

Michael Kolodnicki BA Econ FCSI CIWM Vice President, Portfolio Manager, Private Client Group Raymond James l MK Wealth Management

“Your ability to understand our needs and make the future plan adjustments to the markets is very much appreciated. We will continue on with you with (all) our investments as we feel we have an excellent team which understands our needs, matching them with the markets to maximize our investment and minimizing the risk.” – Charles, Energy Executive

Providing you, your family, and your business with the support, guidance and right investment advice for each stage of your life.

Integrated Wealth Management Solutions for every stage of your life.

Investment Strategies

Passing on your Wealth

Borrowing & Credit Assistance

Philanthropy

Retirement Planning

Education Funding

Business Succession Planning

Protecting your Income Tax Management

Protecting your Assets

Service We build long-term relationships based on trust, integrity, and service. Our process provides: CUSTOMIZED PLANNING Each plan and portfolio is tailored to your unique goals, time horizon, experience, and life circumstances.

CONSISTENCY AND COMMUNICATION Ours is a disciplined, actively managed investment process that is monitored almost daily. Our clients are contacted when there are material changes in the investment climate that may affect their portfolio. Our “sell discipline” is governed by proper asset allocation, with the substitution of more appropriate alternatives when there is an alteration to the risk/reward profi le, or a material change in the prospects for a position held.

COST AND TAX EFFICIENCY The majority of our clients participate in the Viridian fee based program that effectively aligns our interest of ensuring your assets are productively oriented towards you achieving your goals. We are on the “same side of the table”. Costs are completely transparent and potentially tax deductible.

“Your continuous supply of timely information, solid counsel, and unwavering efforts to help me reach my financial goals help me to meet any challenges head-on. You have taken the time to understand my tolerance for risk, my ability to take on new investments and my long-term goals, but most important, you have taken the time to get to know me.” – Judy, Retired

Providing you, your family, and your business with the support, guidance and right investment advice for each stage of your life.

MK Wealth Management Group consists of (photo L to R): Siyana Parvanova B.Mgt, Administrative Assistant; Michael Kolodnicki, Vice President, Portfolio Manager, Private Client Group; Neil Friesen CFP, Estate Planning Advisor. MK Wealth Management Group is part of Raymond James Ltd.

Contact Contact us to discuss how my team and I can help you meet your unique goals and protect what is most important to you.

Michael Kolodnicki | Raymond James Ltd. Vice President, Portfolio Manager, Private Client Group T F E W

403.221.0329 403.221.0353 michael.kolodnicki@raymondjames.ca raymondjames.ca/mkwealthmanagement

Eighth Avenue Place Suite 4100 – 525 8th Avenue SW Calgary, AB T2P 1G1

“I appreciate Mike’s candour and integrity. His style is pragmatic. I enjoy working with him and the results have exceeded plan. He knows a lot but is not afraid to get the right answer when he does not have the answer. It’s easy to recommend him to friends and colleagues.” – Doug, Senior Management, Energy

Providing you, your family, and your business with the support, guidance and right investment advice for each stage of your life.