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Adrian Mastracci – Portfolio Manager in Vancouver, BC Logo Adrian Mastracci – Portfolio Manager in Vancouver, BC Logo Adrian Mastracci – Portfolio Manager in Vancouver, BC Logo
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  • My Blog Passion
  • Wealth Management
    • Investing for the Long Run
      Long term investing is the family core service. Disciplined portfolios concentrate on policies and strategies before tactics.
    • Managing Investment Risk
      Top priority of successful wealth management. Solutions focus on ability, willingness and need to incur investment risks.
    • Retirement Planning Strategies
      Strategies that define and accumulate the retirement fund. Then spend it wisely and sprinkle the remainder to family and legacies.
    • Income Tax Management
      Pay close attention to the tax friendliness of the game plan. Never place tax strategies ahead of investment merits.
    • Lifestyle & Estate Planning
      Bridge lifestyle issues with retirement capital aspirations. Contemplate wealth transfers at death and while living for family and others.
    • Tending to Family Business
      Addresses matters between owner, business and action plan. Also considers cross-border issues and succession strategies.
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My Latest Posts

  • William Shakespeare

Would you accept portfolio advice from William Shakespeare?

Tuesday, June 19, 2018|Managing Investment Risk|

  • Disciplined Processes Manage Your Family Wealth

Disciplined processes manage your family wealth

Tuesday, June 5, 2018|Investing for the Long Run|

  • Poking Fun At Investing Cliches

Poking fun at investing clichés

Tuesday, May 29, 2018|Managing Investment Risk|

  • Early Lesson Sticks Around For The Long Haul

Early Lesson Sticks Around for the Long Haul

Tuesday, May 8, 2018|Managing Investment Risk|

  • Sell In May And Go Away

Is it wise to sell in May and go away?

Tuesday, April 24, 2018|Investing for the Long Run|

  • Are You Concerned About Retirement

Are you concerned about retirement?

Tuesday, April 17, 2018|Retirement Planning|

  • Investing Amid Daily Market Noise

Investing amid daily market noise

Tuesday, April 10, 2018|Investing for the Long Run|

  • How Short Is Your Long Term Perspective

How short is your long-term perspective?

Tuesday, April 3, 2018|Investing for the Long Run|

  • Revitalize Your Investing Garden

Revitalize your investing garden

Tuesday, March 20, 2018|Investing for the Long Run|

  • Perspective On Buying Stocks

Perspective on buying stocks

Tuesday, March 13, 2018|Investing for the Long Run|

  • Lending To Spouse

Lending to Spouse at 1% Rate ‘Best Before’ April 1

Tuesday, March 6, 2018|Retirement Planning|

  • Regain Portfolio Control Amid Market Mayhem

Regain portfolio control amid market mayhem

Tuesday, February 27, 2018|Managing Investment Risk|

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Untangle your investing hodgepodge in 2018: Click here ››

Wealth Management

  • Income Tax Management
  • Investing for the Long Run
  • Lifestyle & Estate Planning
  • Managing Investment Risk
  • Retirement Planning
  • Tending to Family Business

Wealth management ideas that make a difference.

I am a strategy manager, not a stock picker. My speciality is designing and managing retirement portfolios for the long run. As an advising representative of Lycos Asset Management, my investment management services are discretionary. This requires a Portfolio Manager registration (licence), the highest attainable. It also imposes the fiduciary duty standard. I am independent, fee-only, not affiliated with products or institutions. My advice is objective, unbiased and without conflicts of interest.
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Welcome to Adrian Mastracci's wealth management blog.
Copyright Adrian Mastracci. Information provided is intended for educational purposes only.