Jay Dowhaniuk, which is pronounced “Dow-han-e-uk” (don’t worry, even Ukrainians pronounce it wrong!), is a Wealth Manager at Raymond James. Jay’s clients value his personable approach and unique skill of explaining complex financial concepts in a way that is understandable.
A graduate from the Okanagan School of Business with a BBA degree majoring in finance, Jay started his career at a major bank but soon joined Raymond James in 2005 and has over 20 years of experience in finance. Jay has also earned the prestigious Chartered Investment Manager (CIM®) and Fellow of CSI (FCSI®) designations.Jay is an avid cyclist who combines his passion for cycling and philanthropy by participating in a number of fundraising events each year. Most notably is the Ride to Conquer Cancer benefiting the BC Cancer Foundation where Jay’s efforts caught the attention of Global News Okanagan and the Kelowna Daily Courier.
When Jay is not in the office, he enjoys spending time with his wife Brianne, daughter Charley and son Tucker. When he isn’t biking Jay enjoys boating, camping, snowboarding and taking advantage of all the Okanagan has to offer.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.