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Raymond James Ltd. Kelowna - Johnson Legacy

Raymond James Ltd. Kelowna - Johnson Legacy

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5.0 Google Review
1726 Dolphin Ave, Kelowna, British Columbia, V1Y 9R9, Canada
(250) 979-2720 www.johnsonlegacy.ca
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May 31, 2015
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."

INDUSTRY BLOGS

Whiskeys of the World: Types and Distinctions

#whiskey #smithville

Whiskey, a beverage enjoyed globally, varies considerably in its characteristics, production methods, and styles. Different countries and regions have their unique whiskey styles that...

Smithville Whiskey

Grain Games: The Whisky Character Playground

#whiskey #smithville

Hello, whisky wanderers! Ready to hop, skip, and jump into the rollicking world of grains and their whimsical influence on whisky character? From the robust charm of barley to...

Smithville Whiskey

Whisky 101: A Light-hearted Guide to the Water of Life

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Welcome to Whisky 101, folks! Today, we're exploring the fantastic world of whisky, whisky, whiskey, and, yes, more whisky! Oh, did I mention whisky? By the end of this tour,...

Smithville Whiskey

Whiskey Production: 18th Century Methods vs Modern Techniques

#whiskey #smithville

In the 18th century, the choice of grain for whiskey production was largely determined by regional availability. In Scotland and Ireland, barley was the predominant grain, while...

Smithville Whiskey

The Grain Game: How Grains Shape the Soul of Whiskey

#whiskey #smithville

Whiskey, a beloved spirit savored around the world, is a product of nature's simplest ingredients. At its heart, whiskey is nothing more than water, yeast, and most importantly,...

Smithville Whiskey

Single Malt vs. Blended Whiskey: A Comprehensive Guide

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Whether you are a whiskey connoisseur or a casual enthusiast, understanding the nuanced world of whiskey can be a delightful pursuit. Two terms that often spark curiosity are...

Smithville Whiskey

The Great Whisky Adventure: A Journey Back to the Earliest Drops in History

#whiskey #smithville

Join us, dear readers, as we embark on an exciting journey back in time, tracing the footsteps of our whisky-loving ancestors! From the mystic east to the rugged Celtic lands,...

Smithville Whiskey

Carrie Nation: A Crucial Catalyst of the Temperance Movement

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Carrie Nation, born Carrie Amelia Moore on November 25, 1846, in Garrard County, Kentucky, was a formidable figure in the American Temperance Movement, known for her audacious...

Smithville Whiskey


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