JOHNSON LEGACY WEALTH MANAGEMENT of RAYMOND JAMES KELOWNA
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JOHNSON LEGACY WEALTH MANAGEMENT of RAYMOND JAMES KELOWNA
Category: Investment Services
- Phone
- 250 979-2720
- Email business
- Website
- www.johnsonlegacy.ca
- Address
- 500-1726, Kelowna BC, V1Y 9R9
Financial Planning
mutual funds
Estate Planning
0 Customer reviews
Write a reviewJohnson 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
- Description
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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