It's All About You
We provide you with CLARITY around the things you need to plan for financially. The investment world can seem complicated; we take the time to help you figure out what is most important to you.
Once we’ve gained INSIGHT into your personal situation, we develop a plan that is tailored to you. Best of all, we truly care about our clients. We will focus on building a strong PARTNERSHIP with you through the different stages in your life because we plan to work with you for decades to come.
Services we offer
Education Planning
As your trusted partner, our knowledge and professional guidance can help you analyze the tax benefits, ownership structure, risk and contribution limits involved in education planning – even what to do with your leftover education funds if your aspiring academic earns a scholarship.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Investment Strategies
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
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.
Risk Management
One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects.
News & resources
Insights and Strategies
Quarterly Market Update: US Election Edition
October 2024: Attempting to Stick the Soft Landing
Insights and Strategies
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
The Family Cottage
Life Stages and Events: Where Insurance is a Strategic Wealth Solution
The Advantaged Investor: Financial Planning – Considerations for Women Investors (Episode 102)
Insights and Strategies
- Johnson Legacy Wealth Management
- 1632 Dickson Avenue #310 Kelowna, BC V1Y 7T2
- T 250.448.8848
- F 250.448.8770
- TF 877.475.8848
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO).
Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.
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