JOHNSON LEGACY WEALTH MANAGEMENT of RAYMOND JAMES KELOWNA

Phone: 250 979-2720

Email business

www.johnsonlegacy.ca

Website

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JOHNSON LEGACY WEALTH MANAGEMENT of RAYMOND JAMES KELOWNA
Category: Investment Services

Key contact details for JOHNSON LEGACY WEALTH MANAGEMENT of RAYMOND JAMES KELOWNA
Phone
250 979-2720
Email
Email business
Website
www.johnsonlegacy.ca
Address
500-1726, Kelowna BC, V1Y 9R9
 

Financial Planning

mutual funds

Estate Planning


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Business profile

Johnson Legacy Wealth Management of Raymond James Kelowna offers you a comprehensive approach to total investment and financial planning. We take the top-rated research and services of Raymond James, combine it with an unparalleled level of client service, a conservative and a disciplined investment approach, to offer you a superior investment process and experience.Our complete investment and financial planning process begins with a thorough analysis of your distinctive set of goals, expectations, and circumstances. We then work with our group of top financial planning and investment professionals to create an extensive plan that meets and/or exceeds your investment requirements and expectations. We will implement your plan only after you have revised and approved it and after all your questions have been fully answered.Our conservative fee-based style and emphasis on Wealth Management appeals especially to high net worth families,small business owners, and healthcare professionals

  • Business profile

    Johnson Legacy Wealth Management of Raymond James Kelowna offers you a comprehensive approach to total investment and financial planning. We take the top-rated research and services of Raymond James, combine it with an unparalleled level of client service, a conservative and a disciplined investment approach, to offer you a superior investment process and experience.Our complete investment and financial planning process begins with a thorough analysis of your distinctive set of goals, expectations, and circumstances. We then work with our group of top financial planning and investment professionals to create an extensive plan that meets and/or exceeds your investment requirements and expectations. We will implement your plan only after you have revised and approved it and after all your questions have been fully answered.Our conservative fee-based style and emphasis on Wealth Management appeals especially to high net worth families,small business owners, and healthcare professionals

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