Our philosophy is built on fundamental principles that ensure trusted, sound wealth management guidance for our clients. These principles are:
- Personal attention - Only highly personalized service can meet the specific needs of our sophisticated clientele;
- Integrity - There is no alternative to high moral and ethical standards, and compliance with regulations when providing guidance on behalf of our clients;
- Alignment - We are better align to our clients best interests as an independent organization;
- Commitment - Limited number of client families to ensure we can successfully maintain a superior level of client service. Our name – Ekaton – a Greek word meaning 100, reflecting 100% focus on client best interests; and
- Transparency - Clients will have regular communication, based on the clients needs, and clear disclosure of compensation .
Maintaining regulatory compliance is of utmost importance to Ekaton. Ekaton is registered as an exempt market dealer with the Ontario Securities Commission, which regularly monitors the activities of its registrants, ensuring that registrants comply with securities regulations.
Peter Mastorakos, BA, HBCOMM, STI, CFP, FEA
President and CEO, Ekaton Wealth Management
Peter genuinely believes that there is no substitute for alignment with client interests, a highly personalized service and the development of a best suited wealth management strategy when it comes to managing and protecting the intergenerational wealth of your family. Peter developed these beliefs over a long career in the wealth management industry.
As CEO, Peter takes it upon himself to ensure that each and every client receives the highly personalized service that makes up The Ekaton Difference. He works directly with clients ensuring their specific needs are met.
Peter previously had a successful exit as a founding partner of portfolio management business. The peak assets under management of the previous firm reached approx. $6B. In his previous role, Peter was Executive Vice President and established the private client division for the firm. Paramount were his beliefs on delivering high quality service to private clients, strategies that consistently met the needs of clients, and ensuring adherence to regulatory and compliance requirements. Previous roles included Peter working with one of the major Canadian banks, providing wealth management services including estate, trust and financial/estate planning to the bank's private clients.
