Investment Management
A portfolio built to pursue better returns relative to the risk you're actually comfortable taking - not the highest-risk option, the right-fit one.
Senior Financial Advisor · IG Wealth Management · Toronto
You just met Tajie.
Here's what happens next.
For over 20 years, Tajie has worked with individuals, families, and business owners who want a second opinion on their financial future - and an advisor who actually follows through.
TV
Chartered Investment
Manager designation
20+
years in practice
CIM®
Chartered Investment Manager
2×
reviews per year, minimum
About Tajie
Two decades of one simple promise: tell people the truth about their money.
For more than 20 years, Tajie Varicat has helped individuals, families, and business owners make sense of their financial lives. As a Chartered Investment Manager (CIM®) with IG Wealth Management in Toronto, he's seen markets soar, crash, and recover more times than most advisors half his tenure.
What hasn't changed is his approach. Tajie doesn't chase the highest return or sell the product of the month. He listens first, builds a plan around the life you actually want, and tells you plainly what it will take to get there. Clients who come to him for a second opinion often stay for decades, because the advice holds up.
He's worked closely with executives in the mining industry and owners of growing businesses, but the real common thread among his clients is simpler than any job title: people who want to understand their own plan, and an advisor who'll still be picking up the phone years from now.
How the relationship works
Not a one-time plan. An ongoing rhythm.
Markets shift. Life shifts more. Tajie builds a plan around your goals, then meets with you on a set cadence - semi-annually or quarterly, depending on what your situation calls for - to keep it aligned with where you actually are.
An example of how the relationship unfolds
Month 1
Plan built around your goals and milestones
Month 3-6
First scheduled review - adjust for what's changed
Month 6-12
Ongoing reviews, tax season check-ins, life-event updates
Year 2+
A plan that's evolved with you, not just for you
What most clients really want to know
Two questions come up more than any others: whether their savings will support the life they want in retirement, and whether they're paying more tax than they need to.
Tajie's planning is built around answering both clearly, and in writing.
Where the work happens
Four areas, one plan.
Tax Strategy
Find and apply legitimate strategies that keep more of what you earn working for you
Retirement Planning
A comprehensive plan built around one question: will this let you maintain the life you want once the paychecks stop?
Estate Planning
Including wills - so what you've built is protected and passed on the way you intend, not left to default.
Who this is for
People with an open mind, looking for a second opinion.
That's it - that's the real qualifier. Over the years Tajie has worked with a wide range of clients, including executives in the mining industry and business owners navigating the financial complexity that comes with running something of their own. The door is open to anyone who wants a plan they actually understand.
Open-minded, second-opinion seekers
Mining industry executives
Business owners
Individuals and families planning ahead
Let's talk
Send a note. Tajie reads every one.
Whether you met at a conference, got a referral, or just want a second opinion - start here.