Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that makes the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Watch M.Y. Private Wealth appear on CTV News Saskatoon's ask an expert. Our Wealth Advisors answer questions relating to various financial topics. https://saskatoon.ctvnews.ca/ctv-saskatoon-morning-live/ask-an-expert/my-private-wealth

Todd and Celeste on CTV

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Trust Services

Cross Border Services

Business Planning

Longevity Planning

Financial Planning

Get to know Our Team

bio headshot phil
Phil Mamchur, B.Comm
Business Development Associate
Celeste Yuzdepski, B. Comm, CFDS,, CFP®, CIM®, FCSI™
Wealth Advisor
Todd Yuzdepski, BA, CFP®,, CIM®, FCSI™
Wealth Advisor
Joseph Dawson, CFP®
Associate Financial Advisor
Kim Gladson
Client Service Specialist Notary Public
Cheryl Monette
Business Development Specialist

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

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