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
Raymond James Total Wealth Solutions
9/29/2023
Customized, professional, wealth management advice.
Retirement & Estate Planning
Back to School Edition: Bridging the Giving Gap
9/28/2023
The decline in charitable donations is a pressing issue that affects communities at home and worldwide.
Retirement & Estate Planning
Read
Watch Video
Tips And Traps For Canada-U.S. Estate Planning and Administration
9/27/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning
The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP
9/22/2023
Are you a Canadian resident with a traditional U.S. Individual Retirement Arrangement (IRA) account?
Tax Planning
Oil & Gas sector
9/19/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing
Listen
The Ins and Outs of the First Home Savings Account (FHSA)
9/8/2023
Listen to our podcast with Ines Iraoui.
The Advantaged Investor

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