Profile
Marshall Drozduk’s story is grounded in hard work. He put himself through university while working multiple jobs, then went on to co-found a company in British Columbia—gaining early, firsthand experience in what leadership really entails.
When it came time to pivot, he chose finance not because it was familiar, but because it mattered. From his first interview, he recognized it as work that demanded excellence and rewarded integrity.
Today, Marshall has built his practice around a clear principle: clients deserve a team that treats their goals with the same care and seriousness as family. He co-operates a holistic wealth management practice alongside his wife, creating a highly aligned, relationship-focused team that operates very differently from the typical advisory model. The work is simply too personal for a transactional approach.
400-2950 Jutland Road, Victoria, BC V8T 5K2
403 260 3887
marshall.drozduk@richardsonwealth.com
ca.linkedin.com/in/drozdukfilionwealth
drozdukfilionwealth.com
Marshall Drozduk, CFP, CIM®, FCSI
Portfolio Manager, Senior Wealth Advisor Drozduk Filion Wealth Management Richardson Wealth
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Milestones
2008–2012
2012–2019
2019–2025
2025–Present
2025
Certified Financial Planner with IG Wealth Management
Pillar award winner (2009, 2010, 2011, 2012)
2008–2012
Division Director with IG Wealth Management
President’s Cup nominee
2012–2019
Partner and Senior Financial Planner with Richardson Wealth
2019–2025
Portfolio Manager and Senior Financial Planner with Richardson Wealth
2025–Present
Top Year-on-Year Net Sales Award
2025
Milestones
His communication style reflects that same philosophy. Conversations are personal and in-depth, built on listening rather than presenting. Investment strategies are tied directly to each client’s goals and risk tolerance, then revisited regularly to ensure they remain aligned.
For Marshall, trust isn’t a byproduct of performance—it’s built through consistent, meaningful communication over time.
With clients who are retired, the moment he values most is when they feel genuinely comfortable spending from their portfolio—confident their lifestyle is supported without worrying about running out.
“When clients see they can spend confidently and still remain financially secure,” he says, “everything changes. They stop worrying. They feel safe.”
That sense of comfort and control is how Marshall measures success—not by how aggressively wealth grows, but by how confidently it supports a life well lived.
For clients still building toward that stage, success shows up differently. It’s the moment they look at their plan and realize they’re on track—when uncertainty is replaced with clarity because everything is now coordinated.
“Seeing someone recognize that their goals are achievable because of the work we’ve done together is incredibly powerful,” he says. “It takes discipline, intention, and the right team. Being part of that journey is deeply rewarding.”
Whether clients are building wealth or living from it, Marshall’s focus is the same: creating a plan that works, stays aligned, and gives people confidence in the life they’re building.
He primarily works with successful professionals and business owners raising families—people who don’t have time to manage a fragmented financial life and can’t afford costly mistakes. His role is to bring structure and clarity to complex decisions by ensuring every piece of their financial life is working together.
“Our goal is to take complexity and stress off our clients’ plates,” he says, “so they can focus on what matters most—their families, their careers, and their well-being. Being a steady, trusted partner—not just an investment manager—is what truly sets us apart.” What distinguishes Marshall is his commitment to showing up beyond transactions. He is present during the moments that matter most—career changes, family transitions, major decisions, and key milestones—so clients feel supported, not just advised.
That becomes especially important when conversations turn to retirement, inheritance, and long-term security. His role is to provide stability not only in the numbers, but in the real-life decisions behind them.
“Financial decisions can feel overwhelming,” he says. “My role is to simplify that so clients feel confident, informed, and supported at every stage.”
“Seeing someone realize that their goals are achievable because of the planning we’ve done together is incredibly powerful”
Marshall Drozduk,
Drozduk Filion Wealth Management, Richardson Wealth
“Our goal is to take the complexity and stress off our clients’ plates so they can focus on what matters most – their families, careers, and personal well-being. Being a steady, trusted partner, not just an investment manager, is what truly differentiates our practice”
Marshall Drozduk,
Drozduk Filion Wealth Management, Richardson Wealth