Helping executives manage their financial success
Private Client Solutions
I provide holistic wealth management advisory services with one aim in mind: to secure your financial future. My team and I specialize in active investment management, constructing and managing custom portfolios with a focus on hand-picked investments, versus mutual funds and off-the-shelf products. The services we provide are the following:
- Discretionary Investment Management
- Retirement Planning
- Tax Planning
- Business Succession Planning
- Estate Planning
- Charitable Giving
- Divorce Financial and Asset Planning
- Education Savings
- Insurance Planning
Our clients have unique needs that require customized solutions. They have outgrown mutual funds and other off-the-shelf instruments, and they seek the flexibility and transparency of a personalized financial strategy. Our team works with each of our clients to create investment plans designed to produce results and protect against volatility. What's more, we strive to help our clients realize the benefits of efficient tax planning by coordinating our efforts with those of their accountants and tax advisors.
- Kevin Janjua 40 King St. West Suite 5300 Toronto, ON M5H 3Y2
- T 416.777.7090
- Map & Directions
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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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