We don't just manage wealth; we craft legacies
that endure the test of time

Joanne Kaban, CFP®, CIM, RIS is an experienced financial planner and advisor who has been helping families and women plan for their futures since 2011.  Joanne and her team redefine financial success through a lens of familial legacy, inherited wealth, and empowerment for women. In the intricate tapestry of family dynamics, we understand that wealth is not merely a number but a narrative passed down through generations. Our dedicated team recognizes the unique challenges and opportunities that arise when managing inherited wealth, fostering a holistic approach tailored to the distinct needs of each family.

How We Help Families

Our comprehensive suite of services goes beyond conventional wealth management, encompassing strategic planning for inheritances, intergenerational wealth transfer, and legacy preservation. We understand the delicate balance between preserving family traditions and adapting to the evolving financial landscape. Through personalized consultations, we guide families in creating robust financial strategies that align with their values, ensuring a lasting legacy for generations to come.

How We Help Women

We believe that women play a pivotal role in shaping the economic terrain for families. Whether as primary decision-makers or collaborators in financial planning, our commitment is to empower women with the knowledge and tools to navigate the complexities of wealth management. By providing specialized services that cater to the diverse financial aspirations of women, we aim to cultivate a future where financial literacy and independence flourish within families.

Join us on a journey where financial success intertwines with family prosperity, and where women are empowered to take charge of their financial destinies.

Schedule an Appointment

Office: 250-405-2435
Email: joanne.kaban@raymondjames.ca or melissa.mcguire@raymondjames.ca