Paragon Wealth Management

Paragon Wealth Management is an independent office of Raymond James Ltd., one of North America’s leading independent full-service investment dealers. Our team has over 100 years of combined financial services experience, and our affiliation with Raymond James gives us a depth of specialized resources that enable us to offer customized solutions and strategies to meet our clients' unique needs.

The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you.

We often collaborate with our clients’ other professional advisors (accountants, lawyers, etc.) to create a seamless and complete financial service package. Our ultimate goal is to give our clients peace of mind in knowing that all facets of their financial circumstances have been considered.

We invite you to browse our website to see everything we have to offer. Then reach out to any member of our team to start a conversation about how we can help you secure your financial future.

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.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Estate Planning and Strategic Charitable Giving

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Investment Strategies

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Risk Management

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Investment Protection

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Transferring Your Account

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Get to know Our Team

Mike Headshot
Mike Janacek
Financial Advisor
Cory Headshot
Cory Janacek
Branch Administrator, Financial Advisor
Tom Headshot
Tom Popielarczyk, CFP®, CIM®, RHU®
Financial Advisor
Ian Headshot
Ian Janacek
Associate Financial Advisor
Mark Headshot
Mark Hawkins
Financial Advisor

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.

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.
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

Information & insight

Preparing for Retirement | Non-Financial Retirement Planning

04/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning

Think you do not have a trust filing requirement? . . . Think again!

04/01/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning

Insights and Strategies

04/01/2024
This month we look at the housing market in Canada, and specifically how interest rate hikes have put pressure on affordability, adding to inflation pressures.
Markets & Investing

2024 Income Tax Update

03/28/2024
Watch our latest Client Insights webinar.
Tax Planning

2024 Ontario Budget Highlights

03/28/2024
On March 26, 2024, Peter Bethlenfalvy, Minister of Finance tabled the 2024-25 Ontario budget.
Tax Planning

US Citizens in Canada - Tax Implications of Owning a Canadian Home

03/27/2024
US citizens living in Canada should understand the various US and Canadian tax rules related to owning a Canadian home.
Tax Planning

Update on the Canadian mutual fund and ETF industry

03/25/2024
Listen to our podcast with Luke Kahnert.
Markets & Investing

2024 Saskatchewan Budget Highlights

03/21/2024
On March 20, 2024, Saskatchewan Minster of Finance, Donna Harpauer, released the province’s budget for the 2024-2025 fiscal year.
Tax Planning

2024 Quebec Budget Highlights

03/13/2024
On March 12, 2024, Quebec’s Finance Minister, Eric Girard, released the province’s 2024-2025 budget.
Tax Planning

Q&A Follow-Up: Planning for the Administration of Your Estate

03/08/2024
Watch our latest Client Insights webinar.
Retirement & Estate Planning
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