Introducing Bobko Private Wealth Management

At Bobko Private Wealth Management, we understand every client is unique and so are their financial needs and goals. With this in mind, we focus on understanding what matters most to our clients and providing them with the most appropriate solutions. We pride ourselves on integrity, hard work, continual improvement and the true value of independent advice.

We also understand the trust our clients put in us to manage their financial goals and take the upmost care to justify that trust and responsibility at all times.

About Us:

Walter Bobko, Jr. has been in the financial services sector since 1995. He has the unique background of being a former president of a securities firm that he co-founded, chief compliance officer, business development manager for a large insurance company for Ontario and Western Canada and a senior financial advisor at a number of securities firms. This has provided him with unique insights and experiences whereby he firmly believes that an advisor has to pro-actively improve their offerings and solutions to clients. Walter acquired his Chartered Investment Manager designation to further improve the level of services he can offer to his clients so that they have a number of options and fee structures available to them.

Walter joined Raymond James in 2023 as he wanted to align his practice with a business partner that shares his client first focus and have the tools, resources and technology that will allow his clients to be served best. Too often companies try to be all things to everyone and end up with a diluted focus. They focus more on what products they can sell a client versus the singular focus of managing their wealth the best way possible.

Crystal Ayers joined our team in 2022 and instantly became a valued member of the team. Crystal has a background both in customer service and accounting for a number of large organizations. As a graduate of the Canadian Securities Course, Crystal has rapidly developed her knowledge base while maintaining a client first approach. One of her key initiatives is to integrate technology into our client service offering so that less time is spent on administration and more time on client’s needs.

Our Services:

Customized solutions for both individual and corporate clients in such areas as:

• Retirement Planning
• Tax Planning
• Estate Planning
• Portfolio Management
• Investment Strategies
• Insurance Planning