A breadth of services to serve a variety of needs
What We Do
Our Vision
To empower successful individuals, business owners and their families to make wise decisions regarding the management and preservation of their current and future wealth. We work with our clients to introduce comprehensive wealth management strategies and provide customized solutions in the areas of financial/retirement planning, estate planning, insurance solutions, investment management, and tax strategies.
Our Mission
To become the trusted Advisor of choice for individuals and corporations in building, managing and protecting their wealth. We will earn our clients' confidence by consistently investing with prudence and integrity and we look to foster life-long relationships.
Our Commitment
We make these commitments to our clients:
- Protection of Privacy
- A Disciplined Investment Process
- Objective Recommendations
- Regular and Effective Communication
Our Investment Philosophy
Kevin Janjua specializes in active investment management. He and his team construct and manage custom portfolios with a focus on hand-picked investments, versus mutual funds and off-the-shelf products. We are dedicated to providing significant value for our clients by recommending appropriate strategies based on careful analysis of their established risk tolerance, time horizon, and individual investment objectives.
Specializing in a wide array of financial products including stocks, bonds, preferred shares, options, mutual funds, hedge funds, ETFs, REITs, GICs, PPNs, segregated funds, IPOs, private placements, F/X management and insurance solutions, we customize each portfolio to suit your risk level and exceed your performance expectations.
Our Transparent Fee Structure
Kevin believes in an advisor compensation model that is both fair and transparent and puts the client’s interest first. We are compensated by fees based on the money we manage in our full-service offering. We believe this model serves clients more effectively because it removes the conflict of interest inherent in commission-driven investment management.
As your partner, Kevin has a vested interest in preserving and building your wealth. The Flat Fee options offer clients a different approach to the traditional relationship with their Financial Advisor. The flat fee will give you access to all of our holistic wealth management services.
