Skip to content
Johnson Legacy Wealth Management logoJohnson Legacy Wealth Management logo
Jay Headshot
  • T: 250.448.8848
  • F: 250.448.8770
  • TF: 1.877.475.8848
  • Map & Directions
  • Map & Directions
X
  • Home
  • Our Clients
    • Our Clients
    • Women Investors
    • Families & Individuals
    • Retirees
    • Healthcare Professionals
    • Business Owners
    • Sudden Wealth
  • How We Help
    • How We Help
    • Our Approach
    • Retirement Planning
    • Financial Planning
    • Portfolio Management
    • Investment Strategies
    • Longevity Planning
    • Education Planning
    • Estate Planning & Strategic Charitable Giving
    • Risk Management
    • Sustainable Investing
  • Your Team
    • Your Team
    • Lori Samuels
    • Jay Dowhaniuk
    • Lisa Kommes
    • Portfolio Managers
    • Our Partners
    • About Raymond James
    • Community Involvement
    • Photo Gallery
  • Videos
  • Client Centre
    • Client Centre
    • Introduction Process
    • Becoming A Client
    • Client Testimonials
    • Calculators
    • Articles
  • Women's Resources
    • Women's Resources
    • Women Investors
    • Divorce
    • Death of a Loved One
  • Contact
    • Contact
    • Contact Us
    • Introduce Us
  • Client Access
  • Johnson Legacy Wealth Management
    1632 Dickson Avenue #310 Suite 1000 Kelowna, BC V1Y 7T2 T: 250.448.8848 F: 250.448.8770 TF: 1.877.475.8848
    Map and Directions Map and Directions
Insights and Strategies
8/31/2023
As we move towards the end of the year, we continue to debate how this cycle will end, between the soft landing, mild recession, or deep recession scenarios.
Markets & Investing
ETFs and Mutual Funds – What are fund flows telling us?
8/22/2023
Listen to our podcast with Luke Kahnert.
Markets & Investing
Listen
Read
New Tax-Free First Home Savings Account
8/14/2023

What is the new tax-free First Home Savings Account (FHSA) and how may I benefit from it for the purchase of my first home?

Tax Planning
First Home Savings Account - Video
8/14/2023
A short video on First Home Savings Accounts.
Tax Planning
First Home Savings Account - Infographic
8/14/2023
Saving strategy for your first home.
Tax Planning
Read
10 common scams and how to avoid them
8/4/2023
Familiarize yourself with these common swindles.
Life Events, Lifestyle & Technology
Read
Navigating Generational Shifts in the Workplace
8/3/2023
The presence of five generations in a single workforce is shaking things up for business owners.
Business Ownership
Listen
Tips for the Solo Senior
8/1/2023
Listen to our podcast with Neela White.
Life Events, Lifestyle & Technology
Insights and Strategies
8/1/2023
As we continue to debate if Canada, the U.S., and/or the rest of the world, is in, going in, or able to avoid recession, we would like to examine a key driver of economic growth: consumer spending.
Markets & Investing
Read

A breadth of services to serve a variety of needs

Connect with us
  • Johnson Legacy Wealth Management
  • 1632 Dickson Avenue #310 Suite 1000 Kelowna, BC V1Y 7T2
  • T 250.448.8848
  • F 250.448.8770
  • TF 1.877.475.8848
  • Map & Directions
  • Map & Directions
facebookenvelope

© 2025 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers  |  Manage Cookie Preferences

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

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 (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement  | Client Concerns.

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

© 2025 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

CIRO logoAdvisor Report logoCIPF logo

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences