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Raymond James Ltd. Kelowna - Johnson Legacy
1726 Dolphin Ave, Kelowna, British Columbia, V1Y 9R9, Canada
I have been an extremely happy client of Johnson Legacy (and more specifically, Jay Dowhaniuk) for ten years. I would consider Johnson Legacy to be a boutique wealth management practice for a select group of affluent clientele. By being focused in their client base I find that they are very accessible and have outstanding attention to customer service.
Because they are an independent firm and not constrained by the "generic packages" that big banks offer, I feel like I have a lot of great options and flexibility in the types of funds that are available to me.
Jay is an extremely honest and intelligent individual and I feel safe having my hard-earned savings under his watchful direction. As he always says to me "we are in the stay rich business, not the get rich business."
Your Ultimate Guide to Investment and Wealth Management
Kelowna, British Columbia, V1Y 9R9, CanadaRaymond James Ltd
1726 Dolphin Ave, Kelowna, British Columbia, V1Y 9R9, CanadaRaymond James Ltd
1726 Dolphin Ave #500, Kelowna, British Columbia, V1Y 9R9, CanadaTiffany Woodfield, SWAN Wealth Management, Raymond James Ltd.
500-1726 Dolphin Ave, Kelowna, British Columbia, V1Y 9R9, CanadaMatte & Associates
Kelowna, British Columbia, V1W 3P3, Canada
Great communication and thorough.
Highly recommended.
IPC Investment Corporation - The Fraser Financial Group, Kelowna, BC
1708 Dolphin Ave #704, Kelowna, British Columbia, V1Y 9S4, CanadaCIBC Wood Gundy Kelowna Branch
1708 Dolphin Ave #Suite 1007, Kelowna, British Columbia, V1Y 9S4, Canada
No branch or ATM here! Ugh.
World Financial Group
1708 Dolphin Ave, Kelowna, British Columbia, V1Y 9S4, CanadaFreedom 55 Financial A Division Of London Life Insurance Company
1708 Dolphin Ave #406, Kelowna, British Columbia, V1Y 9S4, Canada
This is my office....where lots of good things happen 😀
By using critical illness, disability and life insurance I help families protect themselves from unexpected circumstances.
Through the use of RRSP's and TFSA's I help people save and invest for the future.
Through our parent company London Life we also offer mortgages at very competitive rates.
I would be happy to discuss any financial concerns or needs that you have and to assist you in building a solid plan for you and for your family.
Fraser Financial Group
1708 Dolphin Ave, Kelowna, British Columbia, V1Y 9S4, CanadaEdward Jones - Financial Advisor: Charles Fullerton
1708 Dolphin Ave #Ste 810, Kelowna, British Columbia, V1Y 9S4, CanadaNicola Wealth Management
1632 Dickson Ave, Kelowna, British Columbia, V1Y 7T2, CanadaNational Bank Financial
1632 Dickson Ave #500, Kelowna, British Columbia, V1Y 7T2, Canada
Don’t bother dealing with these clowns. By far the stupidest bank we’ve ever dealt with. Go with a bigger mainstream bank like BMO if you want good service!
Odlum Brown Limited
Kelowna, British Columbia, V1Y 0B5, CanadaCertified Financial Planner Kelowna ~ C. Scott Turner, Investment Advisor
1631 Dickson Ave #Suite 1100, Kelowna, British Columbia, V1Y 0B5, Canada
Scott is respectful and kind and took the time to come up with a plan that addressed all of my financial goals. He is always available to answer my questions. I would recommend him to anyone.